Partners Capital Investment Group’s Procter & Gamble PG Stock Holding History

Partners Capital Investment Group’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 Q1	–	Sell	-5,602	Closed	-$821K	–	229
2023 Q4	$821K	Buy	5,602 +102	+2%	+$15.1K	0.02%	152
2023 Q3	$802K	Buy	5,500 +3,027	+122%	+$462K	0.02%	150
2023 Q2	$375K	Buy	+2,473	New	+$373K	0.01%	179
2016 Q1	–	Sell	-8,294	Closed	-$659K	–	75
2015 Q4	$659K	Buy	+8,294	New	+$634K	0.22%	33

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Partners Capital Investment Group's PG Position: Q1 2024 in Review

Partners Capital Investment Group sold out of Procter & Gamble (PG) in Q1 2024, closing a stake of 5,602 shares — an estimated $821K sold.

Partners Capital Investment Group first reported a position in PG in Q4 2015 and held it in 4 quarters. The position peaked at $821K in Q4 2023. 3,648 funds tracked by Wall St. Rank hold PG as of Q1 2024.

Partners Capital Investment Group reported no remaining Procter & Gamble position as of Q1 2024 after selling out during the quarter.
Partners Capital Investment Group sold 5,602 Procter & Gamble shares in Q1 2024, an estimated $821K.
Partners Capital Investment Group first reported a position in Procter & Gamble in Q4 2015 and held it in 4 quarters.
Partners Capital Investment Group's Procter & Gamble position peaked at $821K in Q4 2023.
3,648 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2024.

Based on Partners Capital Investment Group's 13F filing for Q1 2024, filed 14 May 2024.