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Baystate Wealth Management’s Progressive PGR Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$56.1K Buy
352
+33
+10% +$5.17K ﹤0.01% 359
2023
Q3 		$44.4K Sell
319
-61
-16% -$8.02K ﹤0.01% 354
2023
Q2 		$50.4K Hold
380
– – ﹤0.01% 330
2023
Q1 		$54.4K Buy
380
+62
+19% +$8.55K ﹤0.01% 325
2022
Q4 		$41K Sell
318
-90
-22% -$11.4K ﹤0.01% 360
2022
Q3 		$48K Hold
408
– – ﹤0.01% 308
2022
Q2 		$48K Hold
408
– – ﹤0.01% 324
2022
Q1 		$47K Buy
408
+1
+0.2% +$108 ﹤0.01% 331
2021
Q4 		$42K Buy
407
+6
+1% +$573 ﹤0.01% 348
2021
Q3 		$36K Hold
401
– – ﹤0.01% 332
2021
Q2 		$39K Sell
401
-7
-2% -$692 ﹤0.01% 305
2021
Q1 		$39K Buy
408
+19
+5% +$1.73K ﹤0.01% 287
2020
Q4 		$39K Hold
389
– – ﹤0.01% 274
2020
Q3 		$37K Hold
389
– – ﹤0.01% 252
2020
Q2 		$31K Buy
389
+150
+63% +$11.7K ﹤0.01% 265
2020
Q1 		$18K Buy
239
+8
+3% +$617 ﹤0.01% 297
2019
Q4 		$17K Buy
231
+48
+26% +$3.46K ﹤0.01% 341
2019
Q3 		$14K Buy
183
+100
+120% +$7.87K ﹤0.01% 331
2019
Q2 		$7K Sell
83
-72
-46% -$5.57K ﹤0.01% 396
2019
Q1 		$12K Buy
155
+75
+94% +$5.14K ﹤0.01% 366
2018
Q4 		$5K Hold
80
– – ﹤0.01% 443
2018
Q3 		$5K Hold
80
– – ﹤0.01% 439
2018
Q2 		$8K Hold
80
– – ﹤0.01% 399
2018
Q1 		$5K Hold
80
– – ﹤0.01% 428
2017
Q4 		$5K Hold
80
– – ﹤0.01% 434
2017
Q3 		$4K Hold
80
– – ﹤0.01% 440
2017
Q2 		$4K Hold
80
– – ﹤0.01% 435
2017
Q1 		$3K Buy
+80
New +$3.05K ﹤0.01% 435

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baystate Wealth Management's PGR Position: Q4 2023 in Review

Baystate Wealth Management increased its Progressive (PGR) stake by 10% in Q4 2023, buying an estimated $5.17K and bringing the position to 352 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Baystate Wealth Management first reported a position in PGR in Q1 2017 and has held it in 28 quarters since. 1,326 funds tracked by Wall St. Rank hold PGR as of Q4 2023.

  • Baystate Wealth Management held 352 shares of Progressive worth $56.1K as of Q4 2023.
  • Baystate Wealth Management bought 33 Progressive shares in Q4 2023, an estimated $5.17K.
  • Progressive made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #359 holding.
  • Baystate Wealth Management first reported a position in Progressive in Q1 2017 and has held it in 28 quarters since.
  • 1,326 funds tracked by Wall St. Rank held Progressive as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.