55I LLC’s Progressive PGR Stock Holding History

55I LLC’s Portfolio PGR Stock Details PGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.21M	Buy	10,390 +7,783	+299%	+$937K	0.03%	231
2022 Q2	$303K	Buy	+2,607	New	+$296K	0.01%	436

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

55I LLC's PGR Position: Q3 2022 in Review

55I LLC increased its Progressive (PGR) stake by 299% in Q3 2022, buying an estimated $937K and bringing the position to 10,390 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #231.

55I LLC first reported a position in PGR in Q2 2022 and has held it in 2 quarters since. 1,105 funds tracked by Wall St. Rank hold PGR as of Q3 2022.

55I LLC held 10,390 shares of Progressive worth $1.21M as of Q3 2022.
55I LLC bought 7,783 Progressive shares in Q3 2022, an estimated $937K.
Progressive made up 0.03% of 55I LLC's portfolio in Q3 2022, its #231 holding.
55I LLC first reported a position in Progressive in Q2 2022 and has held it in 2 quarters since.
1,105 funds tracked by Wall St. Rank held Progressive as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.