KIG
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Kowal Investment Group’s Procter & Gamble PG Stock Holding History

Kowal Investment Group’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 		$2.79M Buy
16,136
+286
+2% +$48.6K 0.51% 31
2024
Q2 		$2.61M Buy
15,850
+744
+5% +$122K 0.52% 28
2024
Q1 		$2.45M Buy
15,106
+646
+4% +$101K 0.53% 28
2023
Q4 		$2.12M Sell
14,460
-731
-5% -$108K 0.49% 30
2023
Q3 		$2.22M Buy
15,191
+339
+2% +$51.8K 0.6% 22
2023
Q2 		$2.25M Buy
14,852
+18
+0.1% +$2.71K 0.6% 22
2023
Q1 		$2.21M Buy
14,834
+825
+6% +$118K 0.63% 22
2022
Q4 		$2.12M Buy
14,009
+429
+3% +$60.1K 0.63% 23
2022
Q3 		$1.72M Buy
13,580
+444
+3% +$63.1K 0.58% 21
2022
Q2 		$1.89M Buy
13,136
+1,474
+13% +$222K 0.62% 15
2022
Q1 		$1.78M Buy
11,662
+1,233
+12% +$193K 0.54% 17
2021
Q4 		$1.71M Buy
10,429
+551
+6% +$81.8K 0.51% 18
2021
Q3 		$1.38M Buy
9,878
+14
+0.1% +$1.98K 0.44% 17
2021
Q2 		$1.33M Buy
9,864
+1,331
+16% +$180K 0.48% 20
2021
Q1 		$1.16M Sell
8,533
-69
-0.8% -$9K 0.47% 18
2020
Q4 		$1.18M Buy
+8,602
New +$1.2M 0.55% 15

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

Kowal Investment Group's PG Position: Q3 2024 in Review

Kowal Investment Group increased its Procter & Gamble (PG) stake by 1.8% in Q3 2024, buying an estimated $48.6K and bringing the position to 16,136 shares worth $2.79M. The position accounts for 0.51% of the portfolio, ranked #31.

Kowal Investment Group first reported a position in PG in Q4 2020 and has held it in 16 quarters since. 3,719 funds tracked by Wall St. Rank hold PG as of Q3 2024.

  • Kowal Investment Group held 16,136 shares of Procter & Gamble worth $2.79M as of Q3 2024.
  • Kowal Investment Group bought 286 Procter & Gamble shares in Q3 2024, an estimated $48.6K.
  • Procter & Gamble made up 0.51% of Kowal Investment Group's portfolio in Q3 2024, its #31 holding.
  • Kowal Investment Group first reported a position in Procter & Gamble in Q4 2020 and has held it in 16 quarters since.
  • 3,719 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.