MontVue Capital Management’s Procter & Gamble PG Stock Holding History

MontVue Capital 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
2025 Q1	–	Sell	-1,357	Closed	-$228K	–	61
2024 Q4	$228K	Buy	+1,357	New	+$231K	0.17%	52

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

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MontVue Capital Management's PG Position: Q1 2025 in Review

MontVue Capital Management sold out of Procter & Gamble (PG) in Q1 2025, closing a stake of 1,357 shares — an estimated $228K sold.

MontVue Capital Management first reported a position in PG in Q4 2024 and held it in 1 quarter. The position peaked at $228K in Q4 2024. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2025.

MontVue Capital Management reported no remaining Procter & Gamble position as of Q1 2025 after selling out during the quarter.
MontVue Capital Management sold 1,357 Procter & Gamble shares in Q1 2025, an estimated $228K.
MontVue Capital Management first reported a position in Procter & Gamble in Q4 2024 and held it in 1 quarter.
MontVue Capital Management's Procter & Gamble position peaked at $228K in Q4 2024.
4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on MontVue Capital Management's 13F filing for Q1 2025, filed 28 Apr 2025.