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Cedar Wealth Management’s Progressive PGR Stock Holding History

Cedar 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
2024
Q4 		– Sell
-78
Closed -$19.8K – 228
2024
Q3 		$19.8K Hold
78
– – 0.01% 190
2024
Q2 		$16.2K Sell
78
-36
-32% -$7.54K 0.01% 211
2024
Q1 		$23.6K Buy
+114
New +$21.2K 0.01% 203

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cedar Wealth Management's PGR Position: Q4 2024 in Review

Cedar Wealth Management sold out of Progressive (PGR) in Q4 2024, closing a stake of 78 shares — an estimated $19.8K sold.

Cedar Wealth Management first reported a position in PGR in Q1 2024 and held it in 3 quarters. The position peaked at $23.6K in Q1 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q4 2024.

  • Cedar Wealth Management reported no remaining Progressive position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 78 Progressive shares in Q4 2024, an estimated $19.8K.
  • Cedar Wealth Management first reported a position in Progressive in Q1 2024 and held it in 3 quarters.
  • Cedar Wealth Management's Progressive position peaked at $23.6K in Q1 2024.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.