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Insight Folios’s Procter & Gamble PG Stock Holding History

Insight Folios’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
Q3 		$1.9M Buy
10,990
+47
+0.4% +$7.98K 0.68% 33
2024
Q2 		$1.8M Buy
10,943
+6,382
+140% +$1.04M 0.74% 33
2024
Q1 		$740K Sell
4,561
-385
-8% -$60.4K 0.3% 43
2023
Q4 		$725K Sell
4,946
-145
-3% -$21.5K 0.31% 40
2023
Q3 		$743K Sell
5,091
-403
-7% -$61.6K 0.36% 35
2023
Q2 		$834K Sell
5,494
-209
-4% -$31.5K 0.35% 35
2023
Q1 		$848K Sell
5,703
-61
-1% -$8.72K 0.38% 34
2022
Q4 		$874K Buy
5,764
+274
+5% +$38.4K 0.39% 34
2022
Q3 		$693K Buy
5,490
+177
+3% +$25.1K 0.35% 33
2022
Q2 		$764K Buy
5,313
+134
+3% +$20.1K 0.36% 34
2022
Q1 		$791K Buy
5,179
+31
+0.6% +$4.85K 0.35% 35
2021
Q4 		$842K Sell
5,148
-906
-15% -$135K 0.39% 37
2021
Q3 		$846K Sell
6,054
-24,817
-80% -$3.52M 0.47% 36
2021
Q2 		$4.17M Buy
30,871
+1,125
+4% +$152K 2.45% 26
2021
Q1 		$4.03M Buy
29,746
+1,117
+4% +$146K 2.76% 20
2020
Q4 		$3.98M Buy
28,629
+1,463
+5% +$204K 2.96% 15
2020
Q3 		$3.78M Sell
27,166
-1,055
-4% -$140K 3.5% 6
2020
Q2 		$3.37M Sell
28,221
-4,705
-14% -$549K 3.24% 9
2020
Q1 		$3.62M Buy
32,926
+2,342
+8% +$281K 4.14% 5
2019
Q4 		$3.82M Buy
+30,584
New +$3.74M 3.39% 10

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

Insight Folios's PG Position: Q3 2024 in Review

Insight Folios increased its Procter & Gamble (PG) stake by 0.43% in Q3 2024, buying an estimated $7.98K and bringing the position to 10,990 shares worth $1.9M. The position accounts for 0.68% of the portfolio, ranked #33.

Insight Folios first reported a position in PG in Q4 2019 and has held it in 20 quarters since. The position peaked at $4.17M in Q2 2021. 3,718 funds tracked by Wall St. Rank hold PG as of Q3 2024.

  • Insight Folios held 10,990 shares of Procter & Gamble worth $1.9M as of Q3 2024.
  • Insight Folios bought 47 Procter & Gamble shares in Q3 2024, an estimated $7.98K.
  • Procter & Gamble made up 0.68% of Insight Folios's portfolio in Q3 2024, its #33 holding.
  • Insight Folios first reported a position in Procter & Gamble in Q4 2019 and has held it in 20 quarters since.
  • Insight Folios's Procter & Gamble position peaked at $4.17M in Q2 2021.
  • 3,718 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.