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Planning Capital Management Corporation’s Procter & Gamble PG Stock Holding History

Planning Capital Management Corporation’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 		$4.73M Buy
27,296
+2,425
+10% +$412K 3.13% 7
2024
Q2 		$4.1M Buy
24,871
+1,687
+7% +$276K 2.9% 10
2024
Q1 		$3.76M Buy
23,184
+1,768
+8% +$277K 2.75% 13
2023
Q4 		$3.14M Buy
+21,416
New +$3.17M 2.45% 17

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

Planning Capital Management Corporation's PG Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Procter & Gamble (PG) stake by 9.8% in Q3 2024, buying an estimated $412K and bringing the position to 27,296 shares worth $4.73M. The position accounts for 3.13% of the portfolio, ranked #7.

Planning Capital Management Corporation first reported a position in PG in Q4 2023 and has held it in 4 quarters since. 3,719 funds tracked by Wall St. Rank hold PG as of Q3 2024.

  • Planning Capital Management Corporation held 27,296 shares of Procter & Gamble worth $4.73M as of Q3 2024.
  • Planning Capital Management Corporation bought 2,425 Procter & Gamble shares in Q3 2024, an estimated $412K.
  • Procter & Gamble made up 3.13% of Planning Capital Management Corporation's portfolio in Q3 2024, its #7 holding.
  • Planning Capital Management Corporation first reported a position in Procter & Gamble in Q4 2023 and has held it in 4 quarters since.
  • 3,719 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.