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Caldwell Sutter Capital’s Progressive PGR Stock Holding History

Caldwell Sutter Capital’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 		– Sell
-93
Closed -$13K – 971
2023
Q3 		$13K Hold
93
– – 0.01% 495
2023
Q2 		$12.3K Buy
+93
New +$12.5K 0.01% 499

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

Caldwell Sutter Capital's PGR Position: Q4 2023 in Review

Caldwell Sutter Capital sold out of Progressive (PGR) in Q4 2023, closing a stake of 93 shares — an estimated $13K sold.

Caldwell Sutter Capital first reported a position in PGR in Q2 2023 and held it in 2 quarters. The position peaked at $13K in Q3 2023. 1,326 funds tracked by Wall St. Rank hold PGR as of Q4 2023.

  • Caldwell Sutter Capital reported no remaining Progressive position as of Q4 2023 after selling out during the quarter.
  • Caldwell Sutter Capital sold 93 Progressive shares in Q4 2023, an estimated $13K.
  • Caldwell Sutter Capital first reported a position in Progressive in Q2 2023 and held it in 2 quarters.
  • Caldwell Sutter Capital's Progressive position peaked at $13K in Q3 2023.
  • 1,326 funds tracked by Wall St. Rank held Progressive as of Q4 2023.

Based on Caldwell Sutter Capital's 13F filing for Q4 2023, filed 19 Jan 2024.