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Peloton Wealth Strategists’s Procter & Gamble PG Stock Holding History

Peloton Wealth Strategists’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 		– Sell
-1,419
Closed -$234K – 96
2024
Q2 		$234K Buy
+1,419
New +$232K 0.1% 92
2018
Q1 		– Sell
-14,150
Closed -$1.3M – 65
2017
Q4 		$1.3M Sell
14,150
-800
-5% -$71.9K 0.97% 49
2017
Q3 		$1.36M Sell
14,950
-600
-4% -$54.6K 1.05% 44
2017
Q2 		$1.35M Hold
15,550
– – 1.05% 38
2017
Q1 		$1.4M Sell
15,550
-3,200
-17% -$284K 1.15% 35
2016
Q4 		$1.58M Sell
18,750
-400
-2% -$34.1K 1.29% 34
2016
Q3 		$1.72M Buy
+19,150
New +$1.66M 1.43% 30
2016
Q1 		$1.73M Sell
21,050
-100
-0.5% -$8.06K 1.47% 27
2015
Q4 		$1.68M Sell
21,150
-400
-2% -$30.6K 1.45% 31
2015
Q3 		$1.55M Sell
21,550
-600
-3% -$45K 1.35% 34
2015
Q2 		$1.73M Hold
22,150
– – 1.38% 32
2015
Q1 		$1.81M Sell
22,150
-500
-2% -$43K 1.41% 33
2014
Q4 		$2.06M Hold
22,650
– – 1.57% 29
2014
Q3 		$1.9M Buy
22,650
+3,300
+17% +$270K 1.49% 30
2014
Q2 		$1.64M Sell
19,350
-3,200
-14% -$258K 1.44% 27
2014
Q1 		$1.82M Buy
22,550
+200
+0.9% +$15.8K 1.49% 29
2013
Q4 		$1.82M Sell
22,350
-700
-3% -$57K 1.47% 32
2013
Q3 		$1.74M Sell
23,050
-150
-0.6% -$11.9K 1.46% 33
2013
Q2 		$1.79M Buy
+23,200
New +$1.82M 1.61% 28

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peloton Wealth Strategists's PG Position: Q3 2024 in Review

Peloton Wealth Strategists sold out of Procter & Gamble (PG) in Q3 2024, closing a stake of 1,419 shares — an estimated $234K sold.

Peloton Wealth Strategists first reported a position in PG in Q2 2013 and held it in 19 quarters. The position peaked at $2.06M in Q4 2014. 3,718 funds tracked by Wall St. Rank hold PG as of Q3 2024.

  • Peloton Wealth Strategists reported no remaining Procter & Gamble position as of Q3 2024 after selling out during the quarter.
  • Peloton Wealth Strategists sold 1,419 Procter & Gamble shares in Q3 2024, an estimated $234K.
  • Peloton Wealth Strategists first reported a position in Procter & Gamble in Q2 2013 and held it in 19 quarters.
  • Peloton Wealth Strategists's Procter & Gamble position peaked at $2.06M in Q4 2014.
  • 3,718 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on Peloton Wealth Strategists's 13F filing for Q3 2024, filed 15 Nov 2024.