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Altshuler Shaham’s Progressive PGR Stock Holding History

Altshuler Shaham’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
Q4 		– Sell
-34
Closed -$4K – 570
2022
Q3 		$4K Sell
34
-9
-21% -$1.08K ﹤0.01% 436
2022
Q2 		$5K Sell
43
-10
-19% -$1.13K ﹤0.01% 416
2022
Q1 		$6K Buy
+53
New +$5.73K ﹤0.01% 502
2021
Q2 		– Sell
-827
Closed -$79K – 706
2021
Q1 		$79K Buy
+827
New +$75.1K ﹤0.01% 240
2018
Q4 		– Sell
-30,741
Closed -$2.18M – 294
2018
Q3 		$2.18M Buy
+30,741
New +$1.98M 0.12% 48

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Altshuler Shaham's PGR Position: Q4 2022 in Review

Altshuler Shaham sold out of Progressive (PGR) in Q4 2022, closing a stake of 34 shares — an estimated $4K sold.

Altshuler Shaham first reported a position in PGR in Q3 2018 and held it in 5 quarters. The position peaked at $2.18M in Q3 2018. 1,172 funds tracked by Wall St. Rank hold PGR as of Q4 2022.

  • Altshuler Shaham reported no remaining Progressive position as of Q4 2022 after selling out during the quarter.
  • Altshuler Shaham sold 34 Progressive shares in Q4 2022, an estimated $4K.
  • Altshuler Shaham first reported a position in Progressive in Q3 2018 and held it in 5 quarters.
  • Altshuler Shaham's Progressive position peaked at $2.18M in Q3 2018.
  • 1,172 funds tracked by Wall St. Rank held Progressive as of Q4 2022.

Based on Altshuler Shaham's 13F filing for Q4 2022, filed 15 Feb 2023.