Sterling Group Wealth Management’s Procter & Gamble PG Stock Holding History

Sterling Group Wealth 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
2024 Q1	–	Sell	-1,531	Closed	-$224K	–	35
2023 Q4	$224K	Sell	1,531 -1,080	-41%	-$160K	0.17%	48
2023 Q3	$381K	Buy	2,611 +779	+43%	+$119K	0.36%	30
2023 Q2	$278K	Buy	1,832 +97	+6%	+$14.6K	0.24%	40
2023 Q1	$258K	Buy	+1,735	New	+$248K	0.24%	40

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

Sterling Group Wealth Management's PG Position: Q1 2024 in Review

Sterling Group Wealth Management sold out of Procter & Gamble (PG) in Q1 2024, closing a stake of 1,531 shares — an estimated $224K sold.

Sterling Group Wealth Management first reported a position in PG in Q1 2023 and held it in 4 quarters. The position peaked at $381K in Q3 2023. 3,649 funds tracked by Wall St. Rank hold PG as of Q1 2024.

Sterling Group Wealth Management reported no remaining Procter & Gamble position as of Q1 2024 after selling out during the quarter.
Sterling Group Wealth Management sold 1,531 Procter & Gamble shares in Q1 2024, an estimated $224K.
Sterling Group Wealth Management first reported a position in Procter & Gamble in Q1 2023 and held it in 4 quarters.
Sterling Group Wealth Management's Procter & Gamble position peaked at $381K in Q3 2023.
3,649 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2024.

Based on Sterling Group Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.