Procter & Gamble (PG)

Sector:Consumer Staples
Super Investor Stats:
Ownership count:7
Ownership rank:55
% of all portfolios:0.15%
Hold Price * :$162.18
History Portfolio Manager Activity ▲ Share change % change to portfolio
Q4  2020
≡ David Katz - Matrix Asset Advisors Add 18.54% 509 0.01
≡ Terry Smith - Fundsmith Buy 38,171 0.02
≡ Lee Ainslie - Maverick Capital Reduce 98.48% 41,582 0.00
≡ Jensen Investment Management Reduce 8.08% 151,427 0.17
≡ Thomas Russo - Gardner Russo & Quinn Reduce 4.54% 1,777 0.00
≡ Yacktman Asset Management Reduce 3.97% 129,890 0.22
≡ Nelson Peltz - Trian Fund Management Reduce 3.01% 305,151 0.63
Q3  2020
≡ Yacktman Asset Management Add 3.76% 118,480 0.24
≡ AKO Capital Add 14.04% 264,778 0.58
≡ Lee Ainslie - Maverick Capital Add 71.12% 17,549 0.05
≡ Nelson Peltz - Trian Fund Management Reduce 6.44% 696,977 1.60
≡ Jensen Investment Management Reduce 4.25% 83,295 0.10
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.16% 62 0.00
Q2  2020
≡ Thomas Russo - Gardner Russo & Quinn Add 4.33% 1,628 0.00
≡ David Katz - Matrix Asset Advisors Add 20.07% 459 0.01
≡ Jensen Investment Management Add 200.32% 1,306,205 1.49
≡ Nelson Peltz - Trian Fund Management Reduce 65.12% 20,208,933 43.70
≡ Lee Ainslie - Maverick Capital Reduce 45.27% 20,409 0.05
≡ AKO Capital Reduce 9.32% 193,814 0.41
≡ Yacktman Asset Management Reduce 1.12% 35,627 0.07
Q1  2020
≡ AKO Capital Add 29.21% 470,065 1.09
≡ Lee Ainslie - Maverick Capital Add 2028.56% 42,965 0.10
≡ David Katz - Matrix Asset Advisors Buy 2,287 0.06
≡ Yacktman Asset Management Reduce 35.94% 1,789,817 3.27
≡ Jensen Investment Management Reduce 10.98% 80,391 0.10
≡ Nelson Peltz - Trian Fund Management Reduce 3.48% 1,119,842 1.78
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.21% 462 0.00
Q4  2019
≡ AKO Capital Add 4.42% 68,066 0.18
≡ Lee Ainslie - Maverick Capital Reduce 97.15% 72,126 0.00
≡ Jensen Investment Management Reduce 51.88% 789,610 0.98
≡ Yacktman Asset Management Reduce 21.86% 1,393,402 2.20
≡ Nelson Peltz - Trian Fund Management Reduce 12.22% 4,475,930 5.89
≡ Thomas Russo - Gardner Russo & Quinn Reduce 2.09% 812 0.00
Q3  2019
≡ Nelson Peltz - Trian Fund Management Add 0.00% 14 0.00
≡ AKO Capital Add 16.75% 221,102 0.67
≡ Jensen Investment Management Reduce 41.13% 1,063,220 1.41
≡ Yacktman Asset Management Reduce 32.84% 3,115,586 4.76
≡ Lee Ainslie - Maverick Capital Reduce 20.33% 18,946 0.04
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.12% 441 0.00
Q2  2019
≡ AKO Capital Add 9.28% 112,063 0.31
≡ Lee Ainslie - Maverick Capital Buy 93,190 0.15
≡ Yacktman Asset Management Reduce 13.86% 1,526,688 2.01
≡ Thomas Russo - Gardner Russo & Quinn Reduce 8.19% 3,502 0.00
≡ Jensen Investment Management Reduce 3.67% 98,527 0.12
≡ Nelson Peltz - Trian Fund Management Reduce 0.19% 71,485 0.08
Q1  2019
≡ Yacktman Asset Management Reduce 10.01% 1,225,658 1.58
≡ Thomas Russo - Gardner Russo & Quinn Reduce 6.00% 2,731 0.00
≡ Nelson Peltz - Trian Fund Management Reduce 3.19% 1,208,738 1.35
≡ Jensen Investment Management Reduce 0.20% 5,353 0.01
≡ Hillman Value Fund Sell 100.00% 15,000 4.75
Q4  2018
≡ Nelson Peltz - Trian Fund Management Add 0.01% 2,145 0.00
≡ Jensen Investment Management Reduce 6.99% 202,020 0.26
≡ Thomas Russo - Gardner Russo & Quinn Reduce 4.06% 1,928 0.00
≡ Robert Olstein - Olstein Capital Management Sell 100.00% 41,000 0.46
≡ David Katz - Matrix Asset Advisors Sell 100.00% 21,000 3.02
Q3  2018
≡ Robert Olstein - Olstein Capital Management Reduce 8.89% 4,000 0.04
≡ David Katz - Matrix Asset Advisors Reduce 4.55% 1,000 0.14
≡ Thomas Russo - Gardner Russo & Quinn Reduce 2.87% 1,403 0.00
Q2  2018
≡ Robert Olstein - Olstein Capital Management Reduce 18.18% 10,000 0.10
≡ Thomas Russo - Gardner Russo & Quinn Reduce 7.60% 4,018 0.00
≡ Lee Ainslie - Maverick Capital Sell 100.00% 19,950 0.02
Q1  2018
≡ Robert Olstein - Olstein Capital Management Add 48.65% 18,000 0.18
≡ Lee Ainslie - Maverick Capital Buy 19,950 0.02
≡ Hillman Value Fund Buy 15,000 4.11
≡ Thomas Russo - Gardner Russo & Quinn Reduce 12.52% 7,564 0.00
Q4  2017
≡ David Katz - Matrix Asset Advisors Add 11.11% 2,200 0.33
≡ Robert Olstein - Olstein Capital Management Reduce 35.09% 20,000 0.23
≡ Thomas Russo - Gardner Russo & Quinn Reduce 2.96% 1,843 0.00
Q3  2017
≡ Nelson Peltz - Trian Fund Management Add 0.79% 296,609 0.21
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.30% 2,125 0.00
≡ David Katz - Matrix Asset Advisors Reduce 1.98% 400 0.06
≡ Hillman Value Fund Sell 100.00% 10,000 2.73
Q2  2017
≡ Nelson Peltz - Trian Fund Management Add 2.43% 893,157 0.59
≡ Hillman Value Fund Buy 10,000 2.73
≡ Robert Olstein - Olstein Capital Management Reduce 5.00% 3,000 0.03
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.02% 10 0.00
Q1  2017
≡ Robert Olstein - Olstein Capital Management Add 71.43% 25,000 0.29
≡ Nelson Peltz - Trian Fund Management Add 472.28% 30,302,571 20.42
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.67% 1,093 0.00
Q4  2016
≡ David Katz - Matrix Asset Advisors Add 6.32% 1,200 0.17
≡ Nelson Peltz - Trian Fund Management Buy 6,416,284 4.86
≡ Thomas Russo - Gardner Russo & Quinn Reduce 16.88% 13,297 0.01
≡ Robert Olstein - Olstein Capital Management Reduce 2.78% 1,000 0.01
≡ Harry Burn - Sound Shore Sell 100.00% 548,300 2.72
Q3  2016
≡ Robert Olstein - Olstein Capital Management Reduce 21.74% 10,000 0.15
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.59% 1,270 0.00
≡ David Rolfe - Wedgewood Partners Sell 100.00% 2,400 0.00
Q2  2016
≡ David Katz - Matrix Asset Advisors Add 7.34% 1,300 0.20
≡ David Rolfe - Wedgewood Partners Buy 2,400 0.00
≡ Thomas Russo - Gardner Russo & Quinn Reduce 6.89% 5,925 0.00
≡ Thomas Gayner - Markel Group Sell 100.00% 127,000 0.28
Q1  2016
≡ Warren Buffett - Berkshire Hathaway Reduce 99.40% 52,477,678 3.33
≡ David Katz - Matrix Asset Advisors Reduce 41.00% 12,300 1.79
≡ Harry Burn - Sound Shore Reduce 12.19% 76,100 0.34
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.42% 360 0.00
Q4  2015
≡ Robert Olstein - Olstein Capital Management Buy 46,000 0.57
≡ Thomas Russo - Gardner Russo & Quinn Reduce 11.01% 10,680 0.01
≡ Harry Burn - Sound Shore Reduce 4.92% 32,300 0.14
Q3  2015
≡ David Katz - Matrix Asset Advisors Add 7.14% 2,000 0.22
≡ Harry Burn - Sound Shore Reduce 9.65% 70,100 0.28

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.