New Potomac Partners’s Procter & Gamble PG Stock Holding History

New Potomac Partners’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
2024 Q3	$375K	Sell	2,162 -100	-4%	-$17K	0.19%	71
2024 Q2	$373K	Hold	2,262	–	–	0.2%	72
2024 Q1	$367K	Sell	2,262 -304	-12%	-$47.7K	0.2%	72
2023 Q4	$376K	Buy	+2,566	New	+$380K	0.22%	73
2020 Q4	–	Sell	-750	Closed	-$104K	–	103
2020 Q3	$104K	Sell	750 -450	-38%	-$59.7K	0.08%	74
2020 Q2	$143K	Hold	1,200	–	–	0.13%	68
2020 Q1	$132K	Hold	1,200	–	–	0.14%	65
2019 Q4	$150K	Hold	1,200	–	–	0.14%	71
2019 Q3	$149K	Hold	1,200	–	–	0.15%	70
2019 Q2	$132K	Hold	1,200	–	–	0.13%	71
2019 Q1	$125K	Hold	1,200	–	–	0.13%	73
2018 Q4	$110K	Hold	1,200	–	–	0.12%	79
2018 Q3	$100K	Hold	1,200	–	–	0.09%	80
2018 Q2	$94K	Hold	1,200	–	–	0.09%	81
2018 Q1	$95K	Hold	1,200	–	–	0.09%	79
2017 Q4	$110K	Buy	+1,200	New	+$108K	0.11%	78

Other funds holding PG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

New Potomac Partners's PG Position: Q3 2024 in Review

New Potomac Partners reduced its Procter & Gamble (PG) stake by 4.4% in Q3 2024, selling an estimated $17K and leaving 2,162 shares worth $375K. The position accounts for 0.19% of the portfolio, ranked #71.

New Potomac Partners first reported a position in PG in Q4 2017 and has held it in 16 quarters since. The position peaked at $376K in Q4 2023. 3,726 funds tracked by Wall St. Rank hold PG as of Q3 2024.

New Potomac Partners held 2,162 shares of Procter & Gamble worth $375K as of Q3 2024.
New Potomac Partners sold 100 Procter & Gamble shares in Q3 2024, an estimated $17K.
Procter & Gamble made up 0.19% of New Potomac Partners's portfolio in Q3 2024, its #71 holding.
New Potomac Partners first reported a position in Procter & Gamble in Q4 2017 and has held it in 16 quarters since.
New Potomac Partners's Procter & Gamble position peaked at $376K in Q4 2023.
3,726 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.