Capital Directions Investment Advisors’s Progressive PGR Stock Holding History

Capital Directions Investment Advisors’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	$27.4K	Buy	+211	New	+$26.7K	0.01%	159
2022 Q3	–	Sell	-211	Closed	-$25K	–	239
2022 Q2	$25K	Hold	211	–	–	0.01%	166
2022 Q1	$24K	Buy	+211	New	+$22.8K	0.01%	187
2021 Q4	–	Sell	-211	Closed	-$19K	–	172
2021 Q3	$19K	Hold	211	–	–	0.01%	201
2021 Q2	$21K	Buy	+211	New	+$20.9K	0.01%	167
2021 Q1	–	Sell	-211	Closed	-$21K	–	296
2020 Q4	$21K	Hold	211	–	–	0.01%	151
2020 Q3	$20K	Hold	211	–	–	0.01%	155
2020 Q2	$17K	Hold	211	–	–	0.01%	165
2020 Q1	$16K	Hold	211	–	–	0.01%	180
2019 Q4	$15K	Hold	211	–	–	﹤0.01%	209
2019 Q3	$16K	Buy	+211	New	+$16.6K	0.01%	197

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Directions Investment Advisors's PGR Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Progressive (PGR) in Q4 2022: 211 shares worth $27.4K. The stake represents 0.01% of the portfolio and ranks #159 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in PGR as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in PGR in Q3 2019 and has held it in 11 quarters since. 1,172 funds tracked by Wall St. Rank hold PGR as of Q4 2022.

Capital Directions Investment Advisors held 211 shares of Progressive worth $27.4K as of Q4 2022.
Progressive was a new Capital Directions Investment Advisors position in Q4 2022.
Progressive made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #159 holding.
Capital Directions Investment Advisors first reported a position in Progressive in Q3 2019 and has held it in 11 quarters since.
1,172 funds tracked by Wall St. Rank held Progressive as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.