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Sugarloaf Wealth Management’s Procter & Gamble PG Stock Holding History

Sugarloaf 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
Q4 		$783K Buy
4,668
+154
+3% +$26.2K 0.15% 68
2024
Q3 		$782K Buy
4,514
+69
+2% +$11.7K 0.15% 66
2024
Q2 		$733K Buy
4,445
+6
+0.1% +$981 0.15% 67
2024
Q1 		$720K Buy
4,439
+29
+0.7% +$4.55K 0.15% 67
2023
Q4 		$646K Buy
4,410
+109
+3% +$16.1K 0.16% 70
2023
Q3 		$627K Buy
4,301
+173
+4% +$26.4K 0.16% 67
2023
Q2 		$626K Buy
4,128
+95
+2% +$14.3K 0.15% 69
2023
Q1 		$600K Buy
4,033
+178
+5% +$25.4K 0.15% 68
2022
Q4 		$584K Sell
3,855
-397
-9% -$55.7K 0.15% 65
2022
Q3 		$537K Buy
4,252
+224
+6% +$31.8K 0.14% 72
2022
Q2 		$579K Buy
4,028
+31
+0.8% +$4.66K 0.15% 68
2022
Q1 		$611K Buy
3,997
+5
+0.1% +$782 0.14% 64
2021
Q4 		$653K Buy
3,992
+5
+0.1% +$742 0.15% 61
2021
Q3 		$557K Sell
3,987
-192
-5% -$27.2K 0.15% 62
2021
Q2 		$564K Buy
4,179
+214
+5% +$29K 0.15% 61
2021
Q1 		$537 Buy
3,965
+129
+3% +$16.8K 0.16% 64
2020
Q4 		$534K Sell
3,836
-3,320
-46% -$464K 0.18% 65
2020
Q3 		$995K Sell
7,156
-357
-5% -$47.4K 0.36% 43
2020
Q2 		$898K Sell
7,513
-21
-0.3% -$2.45K 0.34% 47
2020
Q1 		$829K Sell
7,534
-97
-1% -$11.6K 0.37% 42
2019
Q4 		$953K Buy
+7,631
New +$934K 0.41% 44

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sugarloaf Wealth Management's PG Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Procter & Gamble (PG) stake by 3.4% in Q4 2024, buying an estimated $26.2K and bringing the position to 4,668 shares worth $783K. The position accounts for 0.15% of the portfolio, ranked #68.

Sugarloaf Wealth Management first reported a position in PG in Q4 2019 and has held it in 21 quarters since. The position peaked at $995K in Q3 2020. 4,002 funds tracked by Wall St. Rank hold PG as of Q4 2024.

  • Sugarloaf Wealth Management held 4,668 shares of Procter & Gamble worth $783K as of Q4 2024.
  • Sugarloaf Wealth Management bought 154 Procter & Gamble shares in Q4 2024, an estimated $26.2K.
  • Procter & Gamble made up 0.15% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #68 holding.
  • Sugarloaf Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Procter & Gamble position peaked at $995K in Q3 2020.
  • 4,002 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.