SPIS
PG icon

Steward Partners Investment Solutions’s Procter & Gamble PG Stock Holding History

Steward Partners Investment Solutions’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 		$4.66M Buy
28,736
+15,694
+120% +$2.46M 0.78% 29
2023
Q4 		$1.91M Buy
+13,042
New +$1.93M 0.8% 30

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

Steward Partners Investment Solutions's PG Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Procter & Gamble (PG) stake by 120% in Q1 2024, buying an estimated $2.46M and bringing the position to 28,736 shares worth $4.66M. The position accounts for 0.78% of the portfolio, ranked #29.

Steward Partners Investment Solutions first reported a position in PG in Q4 2023 and has held it in 2 quarters since. 3,649 funds tracked by Wall St. Rank hold PG as of Q1 2024.

  • Steward Partners Investment Solutions held 28,736 shares of Procter & Gamble worth $4.66M as of Q1 2024.
  • Steward Partners Investment Solutions bought 15,694 Procter & Gamble shares in Q1 2024, an estimated $2.46M.
  • Procter & Gamble made up 0.78% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #29 holding.
  • Steward Partners Investment Solutions first reported a position in Procter & Gamble in Q4 2023 and has held it in 2 quarters since.
  • 3,649 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.