Annapolis Financial Services’s Progressive PGR Stock Holding History

Annapolis Financial Services’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	$10.7K	Hold	42	–	–	﹤0.01%	278
2024 Q2	$8.72K	Hold	42	–	–	﹤0.01%	288
2024 Q1	$8.69K	Hold	42	–	–	﹤0.01%	287
2023 Q4	$6.69K	Hold	42	–	–	﹤0.01%	381
2023 Q3	$5.85K	Hold	42	–	–	﹤0.01%	383
2023 Q2	$5.56K	Hold	42	–	–	﹤0.01%	387
2023 Q1	$6.01K	Hold	42	–	–	﹤0.01%	354
2022 Q4	$5.45K	Hold	42	–	–	﹤0.01%	352
2022 Q3	$5K	Hold	42	–	–	﹤0.01%	398
2022 Q2	$5K	Hold	42	–	–	﹤0.01%	334
2022 Q1	$5K	Hold	42	–	–	﹤0.01%	349
2021 Q4	$4K	Hold	42	–	–	﹤0.01%	370
2021 Q3	$4K	Hold	42	–	–	﹤0.01%	359
2021 Q2	$4K	Hold	42	–	–	﹤0.01%	336
2021 Q1	$4K	Hold	42	–	–	﹤0.01%	320
2020 Q4	$4K	Buy	+42	New	+$3.97K	﹤0.01%	321

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

Annapolis Financial Services's PGR Position: Q3 2024 in Review

Annapolis Financial Services held its Progressive (PGR) position steady in Q3 2024 at 42 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Annapolis Financial Services first reported a position in PGR in Q4 2020 and has held it in 16 quarters since. 1,653 funds tracked by Wall St. Rank hold PGR as of Q3 2024.

Annapolis Financial Services held 42 shares of Progressive worth $10.7K as of Q3 2024.
Annapolis Financial Services left its Progressive share count unchanged in Q3 2024.
Progressive made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #278 holding.
Annapolis Financial Services first reported a position in Progressive in Q4 2020 and has held it in 16 quarters since.
1,653 funds tracked by Wall St. Rank held Progressive as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.