Wilkinson Global Asset Management’s Procter & Gamble PG Stock Holding History

Wilkinson Global Asset 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 Q2	–	Sell	-2,050	Closed	-$333K	–	84
2024 Q1	$333K	Hold	2,050	–	–	0.02%	73
2023 Q4	$300K	Sell	2,050 -75	-4%	-$11.1K	0.02%	74
2023 Q3	$310K	Hold	2,125	–	–	0.02%	72
2023 Q2	$322K	Hold	2,125	–	–	0.02%	76
2023 Q1	$316K	Sell	2,125 -205	-9%	-$29.3K	0.03%	71
2022 Q4	$353K	Sell	2,330 -445	-16%	-$62.4K	0.03%	67
2022 Q3	$350K	Hold	2,775	–	–	0.03%	69
2022 Q2	$399K	Hold	2,775	–	–	0.03%	63
2022 Q1	$424K	Hold	2,775	–	–	0.03%	65
2021 Q4	$454K	Hold	2,775	–	–	0.03%	66
2021 Q3	$388K	Hold	2,775	–	–	0.02%	73
2021 Q2	$374K	Hold	2,775	–	–	0.02%	72
2021 Q1	$376K	Buy	+2,775	New	+$362K	0.02%	71

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wilkinson Global Asset Management's PG Position: Q2 2024 in Review

Wilkinson Global Asset Management sold out of Procter & Gamble (PG) in Q2 2024, closing a stake of 2,050 shares — an estimated $333K sold.

Wilkinson Global Asset Management first reported a position in PG in Q1 2021 and held it in 13 quarters. The position peaked at $454K in Q4 2021. 3,653 funds tracked by Wall St. Rank hold PG as of Q2 2024.

Wilkinson Global Asset Management reported no remaining Procter & Gamble position as of Q2 2024 after selling out during the quarter.
Wilkinson Global Asset Management sold 2,050 Procter & Gamble shares in Q2 2024, an estimated $333K.
Wilkinson Global Asset Management first reported a position in Procter & Gamble in Q1 2021 and held it in 13 quarters.
Wilkinson Global Asset Management's Procter & Gamble position peaked at $454K in Q4 2021.
3,653 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2024.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.