MD Financial Management
PG icon

MD Financial Management’s Procter & Gamble PG Stock Holding History

MD Financial 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
2021
Q4 		$3.96M Buy
24,224
+2,383
+11% +$354K 0.1% 72
2021
Q3 		$3.05M Sell
21,841
-1,133
-5% -$161K 0.08% 85
2021
Q2 		$3.1M Sell
22,974
-162
-0.7% -$21.9K 0.09% 76
2021
Q1 		$3.13M Buy
23,136
+22,934
+11,353% +$2.99M 0.09% 84
2020
Q4 		$28K Buy
+202
New +$28.2K ﹤0.01% 72

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MD Financial Management's PG Position: Q4 2021 in Review

MD Financial Management increased its Procter & Gamble (PG) stake by 11% in Q4 2021, buying an estimated $354K and bringing the position to 24,224 shares worth $3.96M. The position accounts for 0.1% of the portfolio, ranked #72.

MD Financial Management first reported a position in PG in Q4 2020 and has held it in 5 quarters since. 3,290 funds tracked by Wall St. Rank hold PG as of Q4 2021.

  • MD Financial Management held 24,224 shares of Procter & Gamble worth $3.96M as of Q4 2021.
  • MD Financial Management bought 2,383 Procter & Gamble shares in Q4 2021, an estimated $354K.
  • Procter & Gamble made up 0.1% of MD Financial Management's portfolio in Q4 2021, its #72 holding.
  • MD Financial Management first reported a position in Procter & Gamble in Q4 2020 and has held it in 5 quarters since.
  • 3,290 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.