Squar Milner Financial Services’s Procter & Gamble PG Stock Holding History

Squar Milner 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
2020 Q3	–	Sell	-8,871	Closed	-$1.06M	–	144
2020 Q2	$1.06M	Buy	8,871 +2,137	+32%	+$249K	0.6%	36
2020 Q1	$740K	Buy	6,734 +355	+6%	+$42.6K	0.44%	39
2019 Q4	$796K	Sell	6,379 -3,333	-34%	-$408K	0.4%	45
2019 Q3	$1.35M	Buy	9,712 +4,518	+87%	+$534K	0.69%	32
2019 Q2	$570K	Buy	5,194 +1,564	+43%	+$167K	0.38%	52
2019 Q1	$377K	Buy	3,630 +563	+18%	+$54.8K	0.28%	82
2018 Q4	$282K	Buy	3,067 +598	+24%	+$53.5K	0.27%	94
2018 Q3	$205K	Sell	2,469 -966	-28%	-$79K	0.18%	150
2018 Q2	$268K	Buy	3,435 +398	+13%	+$30K	0.24%	113
2018 Q1	$241K	Buy	3,037 +40	+1%	+$3.33K	0.3%	124
2017 Q4	$260K	Buy	+2,997	New	+$270K	0.31%	116

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Squar Milner Financial Services's PG Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Procter & Gamble (PG) in Q3 2020, closing a stake of 8,871 shares — an estimated $1.06M sold.

Squar Milner Financial Services first reported a position in PG in Q4 2017 and held it in 11 quarters. The position peaked at $1.35M in Q3 2019. 2,732 funds tracked by Wall St. Rank hold PG as of Q3 2020.

Squar Milner Financial Services reported no remaining Procter & Gamble position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 8,871 Procter & Gamble shares in Q3 2020, an estimated $1.06M.
Squar Milner Financial Services first reported a position in Procter & Gamble in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Procter & Gamble position peaked at $1.35M in Q3 2019.
2,732 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.