JIM
PG icon

Jupiter Investment Management’s Procter & Gamble PG Stock Holding History

Jupiter Investment 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
2020
Q2 		$119M Buy
993,378
+56,230
+6% +$6.56M 1.9% 7
2020
Q1 		$103M Buy
937,148
+406,502
+77% +$48.8M 2.01% 6
2019
Q4 		$66.3M Sell
530,646
-159,404
-23% -$19.5M 0.92% 25
2019
Q3 		$85.8M Sell
690,050
-606,703
-47% -$71.7M 1.11% 16
2019
Q2 		$142M Buy
1,296,753
+477,893
+58% +$50.9M 1.45% 15
2019
Q1 		$85.2M Sell
818,860
-2,117,361
-72% -$206M 0.79% 43
2018
Q4 		$270M Buy
2,936,221
+2,916,990
+15,168% +$261M 2.39% 2
2018
Q3 		$1.6M Buy
+19,231
New +$1.57M 0.01% 241
2018
Q2 		– Sell
-39,352
Closed -$3.12M – 430
2018
Q1 		$3.12M Buy
39,352
+23,694
+151% +$1.98M 0.02% 222
2017
Q4 		$1.44M Sell
15,658
-921
-6% -$82.8K 0.01% 234
2017
Q3 		$1.51M Hold
16,579
– – 0.02% 203
2017
Q2 		$1.44M Hold
16,579
– – 0.02% 231
2017
Q1 		$1.49M Hold
16,579
– – 0.02% 220
2016
Q4 		$1.39M Hold
16,579
– – 0.02% 203
2016
Q3 		$1.49M Hold
16,579
– – 0.03% 226
2016
Q2 		$1.4M Hold
16,579
– – 0.03% 278
2016
Q1 		$1.36M Hold
16,579
– – 0.03% 280
2015
Q4 		$1.32M Sell
16,579
-855
-5% -$65.3K 0.04% 172
2015
Q3 		$1.25M Sell
17,434
-5,189
-23% -$389K 0.04% 181
2015
Q2 		$1.77M Sell
22,623
-14,002
-38% -$1.13M 0.05% 142
2015
Q1 		$3M Sell
36,625
-7,002
-16% -$602K 0.1% 134
2014
Q4 		$3.97M Buy
43,627
+18,876
+76% +$1.66M 0.14% 139
2014
Q3 		$2.07M Sell
24,751
-20,076
-45% -$1.64M 0.1% 179
2014
Q2 		$3.52M Buy
44,827
+20,518
+84% +$1.65M 0.2% 118
2014
Q1 		$1.96M Sell
24,309
-1,068
-4% -$84.2K 0.13% 175
2013
Q4 		$2.06M Sell
25,377
-1,210
-5% -$98.6K 0.17% 160
2013
Q3 		$2.01M Buy
26,587
+11,354
+75% +$904K 0.19% 165
2013
Q2 		$1.17M Buy
+15,233
New +$1.2M 0.14% 180

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jupiter Investment Management's PG Position: Q2 2020 in Review

Jupiter Investment Management increased its Procter & Gamble (PG) stake by 6% in Q2 2020, buying an estimated $6.56M and bringing the position to 993,378 shares worth $119M. The position accounts for 1.9% of the portfolio, ranked #7.

Jupiter Investment Management first reported a position in PG in Q2 2013 and has held it in 28 quarters since. The position peaked at $270M in Q4 2018. 2,697 funds tracked by Wall St. Rank hold PG as of Q2 2020.

  • Jupiter Investment Management held 993,378 shares of Procter & Gamble worth $119M as of Q2 2020.
  • Jupiter Investment Management bought 56,230 Procter & Gamble shares in Q2 2020, an estimated $6.56M.
  • Procter & Gamble made up 1.9% of Jupiter Investment Management's portfolio in Q2 2020, its #7 holding.
  • Jupiter Investment Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 28 quarters since.
  • Jupiter Investment Management's Procter & Gamble position peaked at $270M in Q4 2018.
  • 2,697 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.