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Naples Money Management’s Procter & Gamble PG Stock Holding History

Naples Money Management’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 		$33.8K Hold
195
– – 0.03% 107
2024
Q2 		$31.7K Hold
195
– – 0.03% 105
2024
Q1 		$31.6K Hold
195
– – 0.03% 106
2023
Q4 		$28.6K Buy
+195
New +$28.9K 0.03% 118

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Naples Money Management's PG Position: Q3 2024 in Review

Naples Money Management held its Procter & Gamble (PG) position steady in Q3 2024 at 195 shares worth $33.8K. The position accounts for 0.03% of the portfolio, ranked #107.

Naples Money Management first reported a position in PG in Q4 2023 and has held it in 4 quarters since. 3,720 funds tracked by Wall St. Rank hold PG as of Q3 2024.

  • Naples Money Management held 195 shares of Procter & Gamble worth $33.8K as of Q3 2024.
  • Naples Money Management left its Procter & Gamble share count unchanged in Q3 2024.
  • Procter & Gamble made up 0.03% of Naples Money Management's portfolio in Q3 2024, its #107 holding.
  • Naples Money Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 4 quarters since.
  • 3,720 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.