SEC 13F Intelligence

Summit Financial Group, Inc. / PG

Summit Financial Group, Inc.’s Procter & Gamble Co Position

Does Summit Financial Group, Inc. own Procter & Gamble Co (PG)? Yes42.6K shares worth $7M (+2.46% of its 13F portfolio) as of Q1 2024, down from 43.1K shares the prior filed quarter.

Position Value
$7M
Q1 2024
Shares
42.6K
% of Portfolio
+2.46%
Quarters Held
21
currently held

Position History PG

Reported value by quarter
Q1 ’19: $6MQ1 ’19Q2 ’19: $6MQ3 ’19: $6MQ4 ’19: $6MQ4 ’19Q1 ’20: $5MQ2 ’20: $6MQ3 ’20: $7MQ3 ’20Q4 ’20: $6MQ1 ’21: $6MQ2 ’21: $7MQ2 ’21Q3 ’21: $7MQ4 ’21: $8MQ1 ’22: $7MQ1 ’22Q2 ’22: $7MQ3 ’22: $6MQ4 ’22: $7MQ4 ’22Q1 ’23: $7MQ2 ’23: $7MQ3 ’23: $6MQ3 ’23Q4 ’23: $6MQ1 ’24: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202442.6K$7M+2.46%
Q4 202343.1K$6M+2.42%
Q3 202343.0K$6M+2.64%
Q2 202343.6K$7M+2.57%
Q1 202345.4K$7M+2.56%
Q4 202245.5K$7M+2.73%
Q3 202245.7K$6M+2.40%
Q2 202247.8K$7M+2.65%
Q1 202248.7K$7M+2.52%
Q4 202148.9K$8M+2.60%
Q3 202148.6K$7M+2.46%
Q2 202148.7K$7M+2.46%
Q1 202145.8K$6M+2.58%
Q4 202046.6K$6M+2.84%
Q3 202047.0K$7M+3.24%
Q2 202047.2K$6M+2.94%
Q1 202047.0K$5M+3.09%
Q4 201947.1K$6M+2.82%
Q3 201947.4K$6M+2.99%
Q2 201950.7K$6M+2.51%
Q1 201953.7K$6M+4.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Financial Group, Inc.’s full portfolio or all institutional holders of PG.