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Kades & Cheifetz’s Procter & Gamble PG Stock Holding History

Kades & Cheifetz’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 		$213K Buy
1,270
+8
+0.6% +$1.36K 0.11% 101
2024
Q3 		$219K Buy
1,262
+7
+0.6% +$1.19K 0.13% 87
2024
Q2 		$207K Buy
1,255
+8
+0.6% +$1.31K 0.13% 86
2024
Q1 		$202K Buy
+1,247
New +$196K 0.13% 86
2023
Q3 		– Sell
-3,133
Closed -$475K – 79
2023
Q2 		$475K Sell
3,133
-244
-7% -$36.8K 0.36% 53
2023
Q1 		$502K Sell
3,377
-128
-4% -$18.3K 0.4% 50
2022
Q4 		$531K Buy
+3,505
New +$491K 0.44% 46

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

Kades & Cheifetz's PG Position: Q4 2024 in Review

Kades & Cheifetz increased its Procter & Gamble (PG) stake by 0.63% in Q4 2024, buying an estimated $1.36K and bringing the position to 1,270 shares worth $213K. The position accounts for 0.11% of the portfolio, ranked #101.

Kades & Cheifetz first reported a position in PG in Q4 2022 and has held it in 7 quarters since. The position peaked at $531K in Q4 2022. 4,002 funds tracked by Wall St. Rank hold PG as of Q4 2024.

  • Kades & Cheifetz held 1,270 shares of Procter & Gamble worth $213K as of Q4 2024.
  • Kades & Cheifetz bought 8 Procter & Gamble shares in Q4 2024, an estimated $1.36K.
  • Procter & Gamble made up 0.11% of Kades & Cheifetz's portfolio in Q4 2024, its #101 holding.
  • Kades & Cheifetz first reported a position in Procter & Gamble in Q4 2022 and has held it in 7 quarters since.
  • Kades & Cheifetz's Procter & Gamble position peaked at $531K in Q4 2022.
  • 4,002 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.