Ownership history in FORT, L.P. Β· 26 quarters on record
This page tracks every 13F SEC filing in which FORT, L.P. reported a position in PROCTER AND GAMBLE CO (PG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π FORT, L.P. outperformed the S&P 500 by +1.5% annually on this PG position. Timing score: 58% (14/24 decisions correct). Average cost basis: $83.66. Maximum drawdown during holding period: β21.5%.
β
Outperformed SPY on this position by 1.5% ann.
24 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
14 of 24 add/trim decisions correct
Best entry: $68.61 (2018 Q3) Β· Worst: $157.66 (2024 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 16 trims. Bought during 2 of 7 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.85% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size