LSAG
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Lake Street Advisors Group’s Procter & Gamble PG Stock Holding History

Lake Street Advisors 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
Q4 		$3.18M Buy
18,940
+493
+3% +$84K 0.15% 92
2024
Q3 		$3.2M Buy
18,447
+118
+0.6% +$20K 0.15% 73
2024
Q2 		$3.02M Buy
18,329
+402
+2% +$65.7K 0.15% 92
2024
Q1 		$2.91M Buy
17,927
+218
+1% +$34.2K 0.14% 105
2023
Q4 		$2.6M Buy
17,709
+101
+0.6% +$15K 0.13% 112
2023
Q3 		$2.57M Sell
17,608
-419
-2% -$64K 0.15% 98
2023
Q2 		$2.74M Buy
18,027
+209
+1% +$31.5K 0.15% 96
2023
Q1 		$2.65M Buy
17,818
+901
+5% +$129K 0.16% 85
2022
Q4 		$2.56M Sell
16,917
-1,064
-6% -$149K 0.17% 91
2022
Q3 		$2.27M Buy
17,981
+40
+0.2% +$5.68K 0.16% 90
2022
Q2 		$2.58M Sell
17,941
-331
-2% -$49.7K 0.18% 81
2022
Q1 		$2.79M Buy
18,272
+1,536
+9% +$240K 0.18% 86
2021
Q4 		$2.74M Buy
16,736
+423
+3% +$62.8K 0.17% 84
2021
Q3 		$2.28M Buy
16,313
+3,052
+23% +$433K 0.24% 67
2021
Q2 		$1.9M Buy
13,261
+208
+2% +$28.1K 0.14% 70
2021
Q1 		$1.77M Sell
13,053
-1,035
-7% -$135K 0.14% 65
2020
Q4 		$1.96M Sell
14,088
-188
-1% -$26.3K 0.16% 63
2020
Q3 		$1.98M Buy
14,276
+398
+3% +$52.8K 0.19% 53
2020
Q2 		$1.66M Buy
13,878
+46
+0.3% +$5.36K 0.17% 57
2020
Q1 		$1.52M Buy
13,832
+2,002
+17% +$240K 0.19% 52
2019
Q4 		$1.48M Buy
11,830
+461
+4% +$56.4K 0.15% 54
2019
Q3 		$1.05M Buy
11,369
+422
+4% +$49.9K 0.11% 59
2019
Q2 		$1.2M Buy
10,947
+480
+5% +$51.2K 0.13% 53
2019
Q1 		$1.09M Buy
10,467
+3,695
+55% +$360K 0.11% 60
2018
Q4 		$623K Buy
6,772
+823
+14% +$73.6K 0.08% 75
2018
Q3 		$495K Sell
5,949
-9,185
-61% -$751K 0.05% 96
2018
Q2 		$1.18M Sell
15,134
-3,132
-17% -$236K 0.12% 65
2018
Q1 		$1.45M Sell
18,266
-409
-2% -$34.1K 0.16% 43
2017
Q4 		$1.72M Buy
+18,675
New +$1.68M 0.19% 35

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 $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lake Street Advisors Group's PG Position: Q4 2024 in Review

Lake Street Advisors Group increased its Procter & Gamble (PG) stake by 2.7% in Q4 2024, buying an estimated $84K and bringing the position to 18,940 shares worth $3.18M. The position accounts for 0.15% of the portfolio, ranked #92.

Lake Street Advisors Group first reported a position in PG in Q4 2017 and has held it in 29 quarters since. The position peaked at $3.2M in Q3 2024. 4,003 funds tracked by Wall St. Rank hold PG as of Q4 2024.

  • Lake Street Advisors Group held 18,940 shares of Procter & Gamble worth $3.18M as of Q4 2024.
  • Lake Street Advisors Group bought 493 Procter & Gamble shares in Q4 2024, an estimated $84K.
  • Procter & Gamble made up 0.15% of Lake Street Advisors Group's portfolio in Q4 2024, its #92 holding.
  • Lake Street Advisors Group first reported a position in Procter & Gamble in Q4 2017 and has held it in 29 quarters since.
  • Lake Street Advisors Group's Procter & Gamble position peaked at $3.2M in Q3 2024.
  • 4,003 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.