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Lokken Investment Group’s PPG Industries PPG Stock Holding History

Lokken Investment Group’s Portfolio PPG Stock Details PPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,626
Closed -$215K – 154
2024
Q3 		$215K Hold
1,626
– – 0.09% 141
2024
Q2 		$205K Hold
1,626
– – 0.1% 139
2024
Q1 		$236K Sell
1,626
-160
-9% -$22.7K 0.12% 122
2023
Q4 		$267K Sell
1,786
-3,323
-65% -$450K 0.15% 104
2023
Q3 		$663K Sell
5,109
-456
-8% -$64K 0.43% 54
2023
Q2 		$825K Buy
5,565
+648
+13% +$90.4K 0.54% 44
2023
Q1 		$657K Buy
4,917
+434
+10% +$56K 0.5% 50
2022
Q4 		$564K Buy
4,483
+160
+4% +$19.6K 0.45% 52
2022
Q3 		$479K Sell
4,323
-99
-2% -$12.2K 0.41% 54
2022
Q2 		$506K Buy
4,422
+915
+26% +$114K 0.41% 53
2022
Q1 		$449K Buy
3,507
+120
+4% +$17.4K 0.36% 63
2021
Q4 		$584K Buy
3,387
+119
+4% +$19.1K 0.42% 50
2021
Q3 		$467K Sell
3,268
-168
-5% -$27K 0.37% 55
2021
Q2 		$583K Buy
3,436
+221
+7% +$37.9K 0.47% 50
2021
Q1 		$483K Buy
3,215
+155
+5% +$22.2K 0.43% 54
2020
Q4 		$441K Buy
+3,060
New +$426K 0.4% 54

Other funds holding PPG

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lokken Investment Group's PPG Position: Q4 2024 in Review

Lokken Investment Group sold out of PPG Industries (PPG) in Q4 2024, closing a stake of 1,626 shares — an estimated $215K sold.

Lokken Investment Group first reported a position in PPG in Q4 2020 and held it in 16 quarters. The position peaked at $825K in Q2 2023. 1,076 funds tracked by Wall St. Rank hold PPG as of Q4 2024.

  • Lokken Investment Group reported no remaining PPG Industries position as of Q4 2024 after selling out during the quarter.
  • Lokken Investment Group sold 1,626 PPG Industries shares in Q4 2024, an estimated $215K.
  • Lokken Investment Group first reported a position in PPG Industries in Q4 2020 and held it in 16 quarters.
  • Lokken Investment Group's PPG Industries position peaked at $825K in Q2 2023.
  • 1,076 funds tracked by Wall St. Rank held PPG Industries as of Q4 2024.

Based on Lokken Investment Group's 13F filing for Q4 2024, filed 12 Feb 2025.