SEC 13F Intelligence

Lifeplan Financial Group, Inc / PG

Lifeplan Financial Group, Inc’s Procter & Gamble Co Position

Does Lifeplan Financial Group, Inc own Procter & Gamble Co (PG)? Yes — 17.5K shares worth $2M (+1.05% of its 13F portfolio) as of Q3 2020, up from 17.1K shares the prior filed quarter.

Position Value
$2M
Q3 2020
Shares
17.5K
% of Portfolio
+1.05%
Quarters Held
8
currently held

Position History PG

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ2 ’19Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ1 ’20Q2 ’20: $2MQ2 ’20Q3 ’20: $2MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202017.5K$2M+1.05%
Q2 202017.1K$2M+0.93%
Q1 202016.9K$2M+1.00%
Q4 201916.9K$2M+0.94%
Q3 201917.0K$2M+0.99%
Q2 201917.6K$2M+0.93%
Q1 201917.9K$2M+0.99%
Q4 201819.2K$2M+1.10%

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