AWMT
PGR icon

AAFMAA Wealth Management & Trust’s Progressive PGR Stock Holding History

AAFMAA Wealth Management & Trust’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
2021
Q3 		– Sell
-40,000
Closed -$3.93M – 68
2021
Q2 		$3.93M Buy
+40,000
New +$3.96M 1.8% 22

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AAFMAA Wealth Management & Trust's PGR Position: Q3 2021 in Review

AAFMAA Wealth Management & Trust sold out of Progressive (PGR) in Q3 2021, closing a stake of 40,000 shares — an estimated $3.93M sold.

AAFMAA Wealth Management & Trust first reported a position in PGR in Q2 2021 and held it in 1 quarter. The position peaked at $3.93M in Q2 2021. 983 funds tracked by Wall St. Rank hold PGR as of Q3 2021.

  • AAFMAA Wealth Management & Trust reported no remaining Progressive position as of Q3 2021 after selling out during the quarter.
  • AAFMAA Wealth Management & Trust sold 40,000 Progressive shares in Q3 2021, an estimated $3.93M.
  • AAFMAA Wealth Management & Trust first reported a position in Progressive in Q2 2021 and held it in 1 quarter.
  • AAFMAA Wealth Management & Trust's Progressive position peaked at $3.93M in Q2 2021.
  • 983 funds tracked by Wall St. Rank held Progressive as of Q3 2021.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q3 2021, filed 12 Oct 2021.