Sensible Financial Planning & Management’s Procter & Gamble PG Stock Holding History

Sensible Financial Planning & Management’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
2020 Q1	–	Sell	-3,122	Closed	-$390K	–	39
2019 Q4	$390K	Buy	+3,122	New	+$382K	0.16%	31
2016 Q2	–	Sell	-36	Closed	-$3K	–	86
2016 Q1	$3K	Hold	36	–	–	﹤0.01%	75
2015 Q4	$3K	Buy	36 +14	+64%	+$1.07K	﹤0.01%	78
2015 Q3	$2K	Hold	22	–	–	﹤0.01%	71
2015 Q2	$2K	Buy	+22	New	+$1.77K	﹤0.01%	71

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

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sensible Financial Planning & Management's PG Position: Q1 2020 in Review

Sensible Financial Planning & Management sold out of Procter & Gamble (PG) in Q1 2020, closing a stake of 3,122 shares — an estimated $390K sold.

Sensible Financial Planning & Management first reported a position in PG in Q2 2015 and held it in 5 quarters. The position peaked at $390K in Q4 2019. 2,675 funds tracked by Wall St. Rank hold PG as of Q1 2020.

Sensible Financial Planning & Management reported no remaining Procter & Gamble position as of Q1 2020 after selling out during the quarter.
Sensible Financial Planning & Management sold 3,122 Procter & Gamble shares in Q1 2020, an estimated $390K.
Sensible Financial Planning & Management first reported a position in Procter & Gamble in Q2 2015 and held it in 5 quarters.
Sensible Financial Planning & Management's Procter & Gamble position peaked at $390K in Q4 2019.
2,675 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2020.

Based on Sensible Financial Planning & Management's 13F filing for Q1 2020, filed 7 May 2020.