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Winslow Evans & Crocker’s Procter & Gamble PG Stock Holding History

Winslow Evans & Crocker’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
Q4 		$4.86M Buy
34,924
+25,060
+254% +$3.5M 0.92% 18
2020
Q3 		$1.37M Buy
9,864
+607
+7% +$80.6K 0.34% 59
2020
Q2 		$1.11M Sell
9,257
-3,941
-30% -$460K 0.3% 73
2020
Q1 		$1.45M Sell
13,198
-348
-3% -$41.8K 0.48% 49
2019
Q4 		$1.69M Sell
13,546
-412
-3% -$50.4K 0.43% 52
2019
Q3 		$1.74M Buy
13,958
+1,022
+8% +$121K 0.49% 48
2019
Q2 		$1.42M Sell
12,936
-1,606
-11% -$171K 0.4% 56
2019
Q1 		$1.52M Sell
14,542
-842
-5% -$82K 0.43% 55
2018
Q4 		$1.42M Sell
15,384
-70
-0.5% -$6.26K 0.48% 49
2018
Q3 		$1.29M Sell
15,454
-204
-1% -$16.7K 0.39% 57
2018
Q2 		$1.22M Buy
15,658
+106
+0.7% +$7.98K 0.38% 61
2018
Q1 		$1.23M Sell
15,552
-116
-0.7% -$9.67K 0.4% 60
2017
Q4 		$1.44M Sell
15,668
-494
-3% -$44.4K 0.46% 51
2017
Q3 		$1.47M Sell
16,162
-2,971
-16% -$270K 0.49% 52
2017
Q2 		$1.67M Sell
19,133
-233
-1% -$20.5K 0.46% 53
2017
Q1 		$1.74M Sell
19,366
-1,298
-6% -$115K 0.55% 39
2016
Q4 		$1.74M Sell
20,664
-68
-0.3% -$5.8K 0.53% 40
2016
Q3 		$1.86M Sell
20,732
-14
-0.1% -$1.22K 0.53% 42
2016
Q2 		$1.76M Sell
20,746
-181
-0.9% -$14.9K 0.52% 45
2016
Q1 		$1.72M Buy
20,927
+325
+2% +$26.2K 0.52% 48
2015
Q4 		$1.64M Buy
20,602
+216
+1% +$16.5K 0.47% 48
2015
Q3 		$1.47M Sell
20,386
-1,848
-8% -$139K 0.46% 48
2015
Q2 		$1.74M Buy
22,234
+976
+5% +$78.5K 0.49% 40
2015
Q1 		$1.74M Buy
21,258
+204
+1% +$17.5K 0.49% 43
2014
Q4 		$1.92M Sell
21,054
-4,182
-17% -$368K 0.55% 46
2014
Q3 		$2.11M Sell
25,236
-857
-3% -$70.2K 0.61% 39
2014
Q2 		$2.05M Buy
26,093
+238
+0.9% +$19.2K 0.68% 36
2014
Q1 		$2.08M Sell
25,855
-3,961
-13% -$312K 0.72% 36
2013
Q4 		$2.43M Buy
+29,816
New +$2.43M 0.83% 27

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Winslow Evans & Crocker's PG Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Procter & Gamble (PG) stake by 254% in Q4 2020, buying an estimated $3.5M and bringing the position to 34,924 shares worth $4.86M. The position accounts for 0.92% of the portfolio, ranked #18.

Winslow Evans & Crocker first reported a position in PG in Q4 2013 and has held it in 29 quarters since. 2,960 funds tracked by Wall St. Rank hold PG as of Q4 2020.

  • Winslow Evans & Crocker held 34,924 shares of Procter & Gamble worth $4.86M as of Q4 2020.
  • Winslow Evans & Crocker bought 25,060 Procter & Gamble shares in Q4 2020, an estimated $3.5M.
  • Procter & Gamble made up 0.92% of Winslow Evans & Crocker's portfolio in Q4 2020, its #18 holding.
  • Winslow Evans & Crocker first reported a position in Procter & Gamble in Q4 2013 and has held it in 29 quarters since.
  • 2,960 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.