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Ground Swell Capital’s Procter & Gamble PG Stock Holding History

Ground Swell Capital’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 		– Sell
-2,282
Closed -$395K – 235
2024
Q3 		$395K Buy
+2,282
New +$387K 0.35% 41
2014
Q3 		$392K Buy
4,682
+1,646
+54% +$135K 0.74% 10
2014
Q2 		$239K Buy
+3,036
New +$245K 0.46% 18

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

Ground Swell Capital's PG Position: Q4 2024 in Review

Ground Swell Capital sold out of Procter & Gamble (PG) in Q4 2024, closing a stake of 2,282 shares — an estimated $395K sold.

Ground Swell Capital first reported a position in PG in Q2 2014 and held it in 3 quarters. The position peaked at $395K in Q3 2024. 4,002 funds tracked by Wall St. Rank hold PG as of Q4 2024.

  • Ground Swell Capital reported no remaining Procter & Gamble position as of Q4 2024 after selling out during the quarter.
  • Ground Swell Capital sold 2,282 Procter & Gamble shares in Q4 2024, an estimated $395K.
  • Ground Swell Capital first reported a position in Procter & Gamble in Q2 2014 and held it in 3 quarters.
  • Ground Swell Capital's Procter & Gamble position peaked at $395K in Q3 2024.
  • 4,002 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Ground Swell Capital's 13F filing for Q4 2024, filed 14 Feb 2025.