Carmel Capital Partners’s Progressive PGR Stock Holding History

Carmel Capital Partners’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	-522	Closed	-$72.7K	–	539
2023 Q3	$72.7K	Buy	+522	New	+$68.7K	0.03%	220

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Carmel Capital Partners's PGR Position: Q4 2023 in Review

Carmel Capital Partners sold out of Progressive (PGR) in Q4 2023, closing a stake of 522 shares — an estimated $72.7K sold.

Carmel Capital Partners first reported a position in PGR in Q3 2023 and held it in 1 quarter. The position peaked at $72.7K in Q3 2023. 1,326 funds tracked by Wall St. Rank hold PGR as of Q4 2023.

Carmel Capital Partners reported no remaining Progressive position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 522 Progressive shares in Q4 2023, an estimated $72.7K.
Carmel Capital Partners first reported a position in Progressive in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's Progressive position peaked at $72.7K in Q3 2023.
1,326 funds tracked by Wall St. Rank held Progressive as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.