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MMBG Investment Advisors’s Procter & Gamble PG Stock Holding History

MMBG Investment Advisors’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
2023
Q1 		– Sell
-24,613
Closed -$3.73M – 164
2022
Q4 		$3.73M Buy
24,613
+1,130
+5% +$158K 0.49% 49
2022
Q3 		$2.96M Hold
23,483
– – 0.4% 51
2022
Q2 		$3.38M Hold
23,483
– – 0.42% 51
2022
Q1 		$3.59M Hold
23,483
– – 0.37% 53
2021
Q4 		$3.84M Buy
+23,483
New +$3.49M 0.37% 52

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MMBG Investment Advisors's PG Position: Q1 2023 in Review

MMBG Investment Advisors sold out of Procter & Gamble (PG) in Q1 2023, closing a stake of 24,613 shares — an estimated $3.73M sold.

MMBG Investment Advisors first reported a position in PG in Q4 2021 and held it in 5 quarters. The position peaked at $3.84M in Q4 2021. 3,376 funds tracked by Wall St. Rank hold PG as of Q1 2023.

  • MMBG Investment Advisors reported no remaining Procter & Gamble position as of Q1 2023 after selling out during the quarter.
  • MMBG Investment Advisors sold 24,613 Procter & Gamble shares in Q1 2023, an estimated $3.73M.
  • MMBG Investment Advisors first reported a position in Procter & Gamble in Q4 2021 and held it in 5 quarters.
  • MMBG Investment Advisors's Procter & Gamble position peaked at $3.84M in Q4 2021.
  • 3,376 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2023.

Based on MMBG Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.