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SpiderRock Advisors’s Procter & Gamble PG Stock Holding History

SpiderRock Advisors’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
2018
Q4 		– Hold
0
– -$1K – 56
2018
Q3 		– Hold
0
– – – 34
2018
Q2 		– Hold
0
– – – 27
2017
Q3 		– Hold
0
– -$9K – 849
2017
Q2 		– Hold
0
– – – 568
2017
Q1 		– Hold
0
– – – 466

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

SpiderRock Advisors's PG Position: Q3 2024 in Review

SpiderRock Advisors increased its Procter & Gamble (PG) stake by 28% in Q3 2024, buying an estimated $3.84M and bringing the position to 104,478 shares worth $18.1M. The position accounts for 0.29% of the portfolio, ranked #54.

SpiderRock Advisors first reported a position in PG in Q1 2024 and has held it in 3 quarters since. 3,718 funds tracked by Wall St. Rank hold PG as of Q3 2024.

  • SpiderRock Advisors held 104,478 shares of Procter & Gamble worth $18.1M as of Q3 2024.
  • SpiderRock Advisors bought 22,628 Procter & Gamble shares in Q3 2024, an estimated $3.84M.
  • Procter & Gamble made up 0.29% of SpiderRock Advisors's portfolio in Q3 2024, its #54 holding.
  • SpiderRock Advisors first reported a position in Procter & Gamble in Q1 2024 and has held it in 3 quarters since.
  • 3,718 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.