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LifePlan Financial Group’s Procter & Gamble PG Stock Holding History

LifePlan Financial 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
2020
Q3 		$2.43M Buy
17,491
+424
+2% +$56.3K 1.05% 31
2020
Q2 		$2.04M Buy
17,067
+203
+1% +$23.7K 0.93% 35
2020
Q1 		$1.85M Sell
16,864
-73
-0.4% -$8.76K 1% 31
2019
Q4 		$2.12M Sell
16,937
-55
-0.3% -$6.73K 0.94% 34
2019
Q3 		$2.11M Sell
16,992
-655
-4% -$77.4K 0.99% 33
2019
Q2 		$1.94M Sell
17,647
-241
-1% -$25.7K 0.93% 31
2019
Q1 		$1.86M Sell
17,888
-1,281
-7% -$125K 0.99% 33
2018
Q4 		$1.76M Buy
19,169
+99
+0.5% +$8.85K 1.1% 30
2018
Q3 		$1.59M Buy
19,070
+289
+2% +$23.6K 0.86% 33
2018
Q2 		$1.47M Buy
18,781
+75
+0.4% +$5.64K 0.82% 33
2018
Q1 		$1.48M Sell
18,706
-200
-1% -$16.7K 0.86% 30
2017
Q4 		$1.72M Hold
18,906
– – 1.09% 30
2017
Q3 		$1.72M Buy
18,906
+2,458
+15% +$224K 1.09% 30
2017
Q2 		$1.43M Sell
16,448
-2,810
-15% -$248K 0.98% 31
2017
Q1 		$1.73M Sell
19,258
-57
-0.3% -$5.05K 1.2% 31
2016
Q4 		$1.62M Buy
19,315
+522
+3% +$44.5K 1.14% 32
2016
Q3 		$1.69M Buy
18,793
+370
+2% +$32.1K 1.16% 35
2016
Q2 		$1.56M Buy
18,423
+77
+0.4% +$6.32K 1.07% 32
2016
Q1 		$1.51M Sell
18,346
-678
-4% -$54.6K 1.07% 31
2015
Q4 		$1.51M Sell
19,024
-4,500
-19% -$344K 1.07% 29
2015
Q3 		$1.69M Buy
23,524
+6,188
+36% +$464K 1.23% 28
2015
Q2 		$1.36M Buy
17,336
+4,052
+31% +$326K 0.91% 35
2015
Q1 		$1.09M Sell
13,284
-67
-0.5% -$5.76K 0.72% 29
2014
Q4 		$1.22M Buy
13,351
+86
+0.6% +$7.57K 0.81% 26
2014
Q3 		$1.11M Buy
13,265
+407
+3% +$33.3K 0.94% 24
2014
Q2 		$1.01M Buy
12,858
+32
+0.2% +$2.58K 0.72% 26
2014
Q1 		$1.03M Buy
12,826
+399
+3% +$31.4K 0.82% 23
2013
Q4 		$1.01M Buy
12,427
+83
+0.7% +$6.76K 0.69% 23
2013
Q3 		$933K Buy
12,344
+346
+3% +$27.5K 0.76% 19
2013
Q2 		$924K Buy
+11,998
New +$942K 1.03% 13

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LifePlan Financial Group's PG Position: Q3 2020 in Review

LifePlan Financial Group increased its Procter & Gamble (PG) stake by 2.5% in Q3 2020, buying an estimated $56.3K and bringing the position to 17,491 shares worth $2.43M. The position accounts for 1.05% of the portfolio, ranked #31.

LifePlan Financial Group first reported a position in PG in Q2 2013 and has held it in 30 quarters since. 2,731 funds tracked by Wall St. Rank hold PG as of Q3 2020.

  • LifePlan Financial Group held 17,491 shares of Procter & Gamble worth $2.43M as of Q3 2020.
  • LifePlan Financial Group bought 424 Procter & Gamble shares in Q3 2020, an estimated $56.3K.
  • Procter & Gamble made up 1.05% of LifePlan Financial Group's portfolio in Q3 2020, its #31 holding.
  • LifePlan Financial Group first reported a position in Procter & Gamble in Q2 2013 and has held it in 30 quarters since.
  • 2,731 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.