Peterson Financial Group’s Procter & Gamble PG Stock Holding History

Peterson Financial 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 Q3	$137K	Buy	+789	New	+$134K	0.53%	47
2023 Q1	–	Sell	-10,009	Closed	-$1.52M	–	61
2022 Q4	$1.52M	Sell	10,009 -5,554	-36%	-$779K	2.01%	14
2022 Q3	$1.96M	Buy	15,563 +253	+2%	+$35.9K	1.91%	12
2022 Q2	$2.2M	Buy	15,310 +1,025	+7%	+$154K	2.07%	9
2022 Q1	$2.18M	Buy	14,285 +666	+5%	+$104K	1.81%	15
2021 Q4	$2.23M	Buy	+13,619	New	+$2.02M	1.82%	15

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Peterson Financial Group's PG Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Procter & Gamble (PG) in Q3 2024: 789 shares worth $137K. The stake represents 0.53% of the portfolio and ranks #47 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in PG as recently as Q4 2022.

Peterson Financial Group first reported a position in PG in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.23M in Q4 2021. 3,719 funds tracked by Wall St. Rank hold PG as of Q3 2024.

Peterson Financial Group held 789 shares of Procter & Gamble worth $137K as of Q3 2024.
Procter & Gamble was a new Peterson Financial Group position in Q3 2024.
Procter & Gamble made up 0.53% of Peterson Financial Group's portfolio in Q3 2024, its #47 holding.
Peterson Financial Group first reported a position in Procter & Gamble in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's Procter & Gamble position peaked at $2.23M in Q4 2021.
3,719 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.