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Schechter Investment Advisors’s Procter & Gamble PG Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$2.62M Sell
15,350
-2,382
-13% -$399K 0.22% 94
2024
Q4 		$2.97M Sell
17,732
-758
-4% -$129K 0.23% 90
2024
Q3 		$3.2M Buy
18,490
+334
+2% +$56.7K 0.24% 83
2024
Q2 		$2.99M Buy
18,156
+949
+6% +$155K 0.23% 85
2024
Q1 		$2.79M Buy
17,207
+858
+5% +$135K 0.21% 90
2023
Q4 		$2.4M Sell
16,349
-2,074
-11% -$307K 0.21% 89
2023
Q3 		$2.69M Buy
18,423
+1,725
+10% +$263K 0.26% 69
2023
Q2 		$2.53M Buy
16,698
+46
+0.3% +$6.93K 0.23% 82
2023
Q1 		$2.48M Buy
16,652
+56
+0.3% +$8.01K 0.23% 84
2022
Q4 		$2.52M Buy
16,596
+1,513
+10% +$212K 0.23% 87
2022
Q3 		$1.9M Sell
15,083
-6,258
-29% -$889K 0.19% 103
2022
Q2 		$3.07M Sell
21,341
-334
-2% -$50.2K 0.3% 49
2022
Q1 		$3.31M Buy
21,675
+5,284
+32% +$827K 0.31% 49
2021
Q4 		$2.68M Buy
+16,391
New +$2.43M 0.24% 72

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schechter Investment Advisors's PG Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Procter & Gamble (PG) stake by 13% in Q1 2025, selling an estimated $399K and leaving 15,350 shares worth $2.62M. The position accounts for 0.22% of the portfolio, ranked #94.

Schechter Investment Advisors first reported a position in PG in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.31M in Q1 2022. 4,012 funds tracked by Wall St. Rank hold PG as of Q1 2025.

  • Schechter Investment Advisors held 15,350 shares of Procter & Gamble worth $2.62M as of Q1 2025.
  • Schechter Investment Advisors sold 2,382 Procter & Gamble shares in Q1 2025, an estimated $399K.
  • Procter & Gamble made up 0.22% of Schechter Investment Advisors's portfolio in Q1 2025, its #94 holding.
  • Schechter Investment Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Procter & Gamble position peaked at $3.31M in Q1 2022.
  • 4,012 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.