AJOVista’s Progressive PGR Stock Holding History

AJOVista’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
2024 Q3	–	Sell	-1,009	Closed	-$210K	–	161
2024 Q2	$210K	Hold	1,009	–	–	0.6%	47
2024 Q1	$209K	Buy	1,009 +635	+170%	+$118K	0.57%	56
2023 Q4	$59.6K	Buy	+374	New	+$58.6K	0.08%	263

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AJOVista's PGR Position: Q3 2024 in Review

AJOVista sold out of Progressive (PGR) in Q3 2024, closing a stake of 1,009 shares — an estimated $210K sold.

AJOVista first reported a position in PGR in Q4 2023 and held it in 3 quarters. The position peaked at $210K in Q2 2024. 1,653 funds tracked by Wall St. Rank hold PGR as of Q3 2024.

AJOVista reported no remaining Progressive position as of Q3 2024 after selling out during the quarter.
AJOVista sold 1,009 Progressive shares in Q3 2024, an estimated $210K.
AJOVista first reported a position in Progressive in Q4 2023 and held it in 3 quarters.
AJOVista's Progressive position peaked at $210K in Q2 2024.
1,653 funds tracked by Wall St. Rank held Progressive as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.