WCM
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Weld Capital Management’s Procter & Gamble PG Stock Holding History

Weld Capital 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
2021
Q3 		– Sell
-13,365
Closed -$1.8M – 137
2021
Q2 		$1.8M Buy
13,365
+9,665
+261% +$1.31M 1.82% 1
2021
Q1 		$501K Buy
+3,700
New +$483K 0.21% 180

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Weld Capital Management's PG Position: Q3 2021 in Review

Weld Capital Management sold out of Procter & Gamble (PG) in Q3 2021, closing a stake of 13,365 shares — an estimated $1.8M sold.

Weld Capital Management first reported a position in PG in Q1 2021 and held it in 2 quarters. The position peaked at $1.8M in Q2 2021. 2,939 funds tracked by Wall St. Rank hold PG as of Q3 2021.

  • Weld Capital Management reported no remaining Procter & Gamble position as of Q3 2021 after selling out during the quarter.
  • Weld Capital Management sold 13,365 Procter & Gamble shares in Q3 2021, an estimated $1.8M.
  • Weld Capital Management first reported a position in Procter & Gamble in Q1 2021 and held it in 2 quarters.
  • Weld Capital Management's Procter & Gamble position peaked at $1.8M in Q2 2021.
  • 2,939 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.