BOPW
PGR icon

Brandywine Oak Private Wealth’s Progressive PGR Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-1,430
Closed -$86K – 507
2018
Q4 		$86K Buy
+1,430
New +$95.1K 0.02% 302

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brandywine Oak Private Wealth's PGR Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Progressive (PGR) in Q1 2019, closing a stake of 1,430 shares — an estimated $86K sold.

Brandywine Oak Private Wealth first reported a position in PGR in Q4 2018 and held it in 1 quarter. The position peaked at $86K in Q4 2018. 883 funds tracked by Wall St. Rank hold PGR as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Progressive position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,430 Progressive shares in Q1 2019, an estimated $86K.
  • Brandywine Oak Private Wealth first reported a position in Progressive in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Progressive position peaked at $86K in Q4 2018.
  • 883 funds tracked by Wall St. Rank held Progressive as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.