KF
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Kopp Funds’s Procter & Gamble PG Stock Holding History

Kopp Funds’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
2013
Q4 		$765K Buy
+9,396
New +$765K 0.35% 54

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kopp Funds's PG Position: Q4 2013 in Review

Kopp Funds opened a new position in Procter & Gamble (PG) in Q4 2013: 9,396 shares worth $765K. The stake represents 0.35% of the portfolio and ranks #54 among its holdings.

1,795 funds tracked by Wall St. Rank hold PG as of Q4 2013.

  • Kopp Funds held 9,396 shares of Procter & Gamble worth $765K as of Q4 2013.
  • Procter & Gamble was a new Kopp Funds position in Q4 2013.
  • Procter & Gamble made up 0.35% of Kopp Funds's portfolio in Q4 2013, its #54 holding.
  • 1,795 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2013.

Based on Kopp Funds's 13F filing for Q4 2013, filed 21 Jan 2014.