McCarthy Asset Management’s Procter & Gamble PG Stock Holding History

McCarthy Asset Management’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-393	Closed	-$60K	–	215
2022 Q1	$60K	Hold	393	–	–	0.04%	67
2021 Q4	$64K	Hold	393	–	–	0.04%	72
2021 Q3	$55K	Hold	393	–	–	0.04%	78
2021 Q2	$53K	Hold	393	–	–	0.04%	93
2021 Q1	$53K	Hold	393	–	–	0.04%	87
2020 Q4	$55K	Buy	+393	New	+$54.9K	0.05%	80

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McCarthy Asset Management's PG Position: Q2 2022 in Review

McCarthy Asset Management sold out of Procter & Gamble (PG) in Q2 2022, closing a stake of 393 shares — an estimated $60K sold.

McCarthy Asset Management first reported a position in PG in Q4 2020 and held it in 6 quarters. The position peaked at $64K in Q4 2021. 3,255 funds tracked by Wall St. Rank hold PG as of Q2 2022.

McCarthy Asset Management reported no remaining Procter & Gamble position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 393 Procter & Gamble shares in Q2 2022, an estimated $60K.
McCarthy Asset Management first reported a position in Procter & Gamble in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Procter & Gamble position peaked at $64K in Q4 2021.
3,255 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.