SEC 13F Intelligence

Grassi Investment Management / PG

Grassi Investment Management’s Procter & Gamble Co Position

Does Grassi Investment Management own Procter & Gamble Co (PG)? Yes104.4K shares worth $17M (+1.32% of its 13F portfolio) as of Q2 2025.

Position Value
$17M
Q2 2025
Shares
104.4K
% of Portfolio
+1.32%
Quarters Held
27
currently held

Position History PG

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $12MQ2 ’19: $12MQ3 ’19: $13MQ4 ’19: $13MQ4 ’19Q1 ’20: $11MQ2 ’20: $13MQ3 ’20: $15MQ4 ’20: $15MQ4 ’20Q1 ’21: $14MQ2 ’21: $14MQ3 ’21: $15MQ4 ’21: $17MQ4 ’21Q1 ’22: $16MQ2 ’22: $15MQ3 ’22: $13MQ4 ’22: $16MQ4 ’22Q1 ’23: $16MQ2 ’23: $16MQ3 ’23: $15MQ4 ’23: $15MQ4 ’23Q1 ’24: $17MQ2 ’24: $17MQ3 ’24: $18MQ4 ’24: $18MQ4 ’24Q1 ’25: $18MQ2 ’25: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025104.4K$17M+1.32%
Q1 2025104.4K$18M+1.65%
Q4 2024104.4K$18M+1.49%
Q3 2024104.4K$18M+1.56%
Q2 2024104.4K$17M+1.53%
Q1 2024104.4K$17M+1.53%
Q4 2023104.4K$15M+1.60%
Q3 2023104.4K$15M+1.75%
Q2 2023104.4K$16M+1.74%
Q1 2023104.4K$16M+1.93%
Q4 2022104.4K$16M+2.13%
Q3 2022104.4K$13M+1.92%
Q2 2022104.4K$15M+1.98%
Q1 2022104.4K$16M+1.67%
Q4 2021104.4K$17M+1.71%
Q3 2021104.4K$15M+1.64%
Q2 2021104.4K$14M+1.53%
Q1 2021104.4K$14M+1.60%
Q4 2020104.8K$15M+1.85%
Q3 2020104.8K$15M+2.06%
Q2 2020104.8K$13M+1.81%
Q1 2020104.4K$11M+2.01%
Q4 2019106.5K$13M+1.80%
Q3 2019106.5K$13M+1.99%
Q2 2019106.5K$12M+1.72%
Q1 2019116.5K$12M+1.80%
Q4 2018116.5K$11M+1.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Grassi Investment Management’s full portfolio or all institutional holders of PG.