United Capital Management of KS’s Procter & Gamble PG Stock Holding History

United Capital Management of KS’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 Q1	–	Sell	-6,905	Closed	-$862K	–	107
2019 Q4	$862K	Sell	6,905 -298	-4%	-$36.5K	0.55%	57
2019 Q3	$885K	Sell	7,203 -227	-3%	-$26.8K	0.65%	50
2019 Q2	$821K	Buy	7,430 +55	+0.7%	+$5.86K	0.62%	56
2019 Q1	$765K	Sell	7,375 -169	-2%	-$16.5K	0.6%	56
2018 Q4	$693K	Sell	7,544 -466	-6%	-$41.7K	0.64%	54
2018 Q3	$673K	Buy	+8,010	New	+$655K	0.54%	62

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

United Capital Management of KS's PG Position: Q1 2020 in Review

United Capital Management of KS sold out of Procter & Gamble (PG) in Q1 2020, closing a stake of 6,905 shares — an estimated $862K sold.

United Capital Management of KS first reported a position in PG in Q3 2018 and held it in 6 quarters. The position peaked at $885K in Q3 2019. 2,676 funds tracked by Wall St. Rank hold PG as of Q1 2020.

United Capital Management of KS reported no remaining Procter & Gamble position as of Q1 2020 after selling out during the quarter.
United Capital Management of KS sold 6,905 Procter & Gamble shares in Q1 2020, an estimated $862K.
United Capital Management of KS first reported a position in Procter & Gamble in Q3 2018 and held it in 6 quarters.
United Capital Management of KS's Procter & Gamble position peaked at $885K in Q3 2019.
2,676 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2020.

Based on United Capital Management of KS's 13F filing for Q1 2020, filed 4 May 2020.