JFS
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JD Financial Services’s Procter & Gamble PG Stock Holding History

JD Financial Services’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
Q4 		$311K Hold
1,902
– – 0.26% 25
2021
Q3 		$266K Buy
1,902
+168
+10% +$23.8K 0.24% 27
2021
Q2 		$234K Buy
+1,734
New +$235K 0.22% 31

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JD Financial Services's PG Position: Q4 2021 in Review

JD Financial Services held its Procter & Gamble (PG) position steady in Q4 2021 at 1,902 shares worth $311K. The position accounts for 0.26% of the portfolio, ranked #25.

JD Financial Services first reported a position in PG in Q2 2021 and has held it in 3 quarters since. 3,289 funds tracked by Wall St. Rank hold PG as of Q4 2021.

  • JD Financial Services held 1,902 shares of Procter & Gamble worth $311K as of Q4 2021.
  • JD Financial Services left its Procter & Gamble share count unchanged in Q4 2021.
  • Procter & Gamble made up 0.26% of JD Financial Services's portfolio in Q4 2021, its #25 holding.
  • JD Financial Services first reported a position in Procter & Gamble in Q2 2021 and has held it in 3 quarters since.
  • 3,289 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.