Sanford Advisory Services’s Procter & Gamble PG Stock Holding History

Sanford Advisory 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	$375K	Buy	2,472 +31	+1%	+$4.35K	0.09%	100
2022 Q3	$308K	Sell	2,441 -36	-1%	-$5.11K	0.09%	89
2022 Q2	$356K	Buy	2,477 +3	+0.1%	+$451	0.1%	81
2022 Q1	$378K	Buy	2,474 +3	+0.1%	+$469	0.1%	77
2021 Q4	$404K	Buy	2,471 +4	+0.2%	+$594	0.09%	75
2021 Q3	$345K	Buy	2,467 +3	+0.1%	+$425	0.09%	79
2021 Q2	$333K	Buy	2,464 +3	+0.1%	+$406	0.09%	80
2021 Q1	$333K	Sell	2,461 -44	-2%	-$5.74K	0.09%	80
2020 Q4	$349K	Buy	+2,505	New	+$350K	0.11%	69

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sanford Advisory Services's PG Position: Q4 2022 in Review

Sanford Advisory Services increased its Procter & Gamble (PG) stake by 1.3% in Q4 2022, buying an estimated $4.35K and bringing the position to 2,472 shares worth $375K. The position accounts for 0.09% of the portfolio, ranked #100.

Sanford Advisory Services first reported a position in PG in Q4 2020 and has held it in 9 quarters since. The position peaked at $404K in Q4 2021. 3,398 funds tracked by Wall St. Rank hold PG as of Q4 2022.

Sanford Advisory Services held 2,472 shares of Procter & Gamble worth $375K as of Q4 2022.
Sanford Advisory Services bought 31 Procter & Gamble shares in Q4 2022, an estimated $4.35K.
Procter & Gamble made up 0.09% of Sanford Advisory Services's portfolio in Q4 2022, its #100 holding.
Sanford Advisory Services first reported a position in Procter & Gamble in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's Procter & Gamble position peaked at $404K in Q4 2021.
3,398 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.