SCFS
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S.C. Financial Services’s Procter & Gamble PG Stock Holding History

S.C. Financial Services’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
2022
Q4 		$1.16M Buy
7,658
+329
+4% +$46.1K 1.78% 11
2022
Q3 		$925K Buy
7,329
+97
+1% +$13.8K 1.47% 14
2022
Q2 		$1.04M Sell
7,232
-955
-12% -$144K 1.6% 12
2022
Q1 		$1.25M Sell
8,187
-315
-4% -$49.3K 1.61% 12
2021
Q4 		$1.34M Buy
+8,502
New +$1.26M 1.55% 14

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

S.C. Financial Services's PG Position: Q4 2022 in Review

S.C. Financial Services increased its Procter & Gamble (PG) stake by 4.5% in Q4 2022, buying an estimated $46.1K and bringing the position to 7,658 shares worth $1.16M. The position accounts for 1.78% of the portfolio, ranked #11.

S.C. Financial Services first reported a position in PG in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.34M in Q4 2021. 3,398 funds tracked by Wall St. Rank hold PG as of Q4 2022.

  • S.C. Financial Services held 7,658 shares of Procter & Gamble worth $1.16M as of Q4 2022.
  • S.C. Financial Services bought 329 Procter & Gamble shares in Q4 2022, an estimated $46.1K.
  • Procter & Gamble made up 1.78% of S.C. Financial Services's portfolio in Q4 2022, its #11 holding.
  • S.C. Financial Services first reported a position in Procter & Gamble in Q4 2021 and has held it in 5 quarters since.
  • S.C. Financial Services's Procter & Gamble position peaked at $1.34M in Q4 2021.
  • 3,398 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.