Ownership history in NICOLET ADVISORY SERVICES, LLC Β· 28 quarters on record
This page tracks every 13F SEC filing in which NICOLET ADVISORY SERVICES, LLC 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 NICOLET ADVISORY SERVICES, LLC underperformed the S&P 500 by β19.2% annually on this PG position. Timing score: 65% (17/26 decisions correct). Average cost basis: $139.84. Maximum drawdown during holding period: β21.5%.
β Significantly underperformed the S&P 500 by 19.2% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
17 of 26 add/trim decisions correct
Best entry: $92.56 (2019 Q2) Β· Worst: $165.87 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
21 adds Β· 7 trims. Bought during 9 of 11 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.2% 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