Shotwell Rutter Baer’s Procter & Gamble PG Stock Holding History

Shotwell Rutter Baer’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 Q1	–	Sell	-1,457	Closed	-$219K	–	25
2023 Q4	$219K	Buy	+1,457	New	+$216K	0.21%	34

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shotwell Rutter Baer's PG Position: Q1 2024 in Review

Shotwell Rutter Baer sold out of Procter & Gamble (PG) in Q1 2024, closing a stake of 1,457 shares — an estimated $219K sold.

Shotwell Rutter Baer first reported a position in PG in Q4 2023 and held it in 1 quarter. The position peaked at $219K in Q4 2023. 3,648 funds tracked by Wall St. Rank hold PG as of Q1 2024.

Shotwell Rutter Baer reported no remaining Procter & Gamble position as of Q1 2024 after selling out during the quarter.
Shotwell Rutter Baer sold 1,457 Procter & Gamble shares in Q1 2024, an estimated $219K.
Shotwell Rutter Baer first reported a position in Procter & Gamble in Q4 2023 and held it in 1 quarter.
Shotwell Rutter Baer's Procter & Gamble position peaked at $219K in Q4 2023.
3,648 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2024.

Based on Shotwell Rutter Baer's 13F filing for Q1 2024, filed 10 Apr 2024.