CSat Investment Advisory’s Progressive PGR Stock Holding History

CSat Investment Advisory’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
2021 Q1	$941K	Buy	9,846 +1,602	+19%	+$146K	0.79%	39
2020 Q4	$815K	Sell	8,244 -1,384	-14%	-$131K	0.76%	39
2020 Q3	$911K	Buy	9,628 +639	+7%	+$57.4K	0.08%	112
2020 Q2	$720K	Buy	8,989 +820	+10%	+$64K	0.09%	124
2020 Q1	$603K	Buy	8,169 +6,342	+347%	+$489K	0.13%	104
2019 Q4	$132K	Sell	1,827 -6,506	-78%	-$469K	0.03%	309
2019 Q3	$643K	Buy	8,333 +6,970	+511%	+$548K	0.2%	89
2019 Q2	$109K	Buy	1,363 +1,267	+1,320%	+$98K	0.04%	285
2019 Q1	$7K	Sell	96 -20	-17%	-$1.37K	﹤0.01%	477
2018 Q4	$7K	Buy	116 +41	+55%	+$2.73K	﹤0.01%	457
2018 Q3	$5K	Hold	75	–	–	﹤0.01%	470
2018 Q2	$4K	Buy	+75	New	+$4.59K	﹤0.01%	488
2013 Q4	–	Sell	-317,942	Closed	-$8.66M	–	29
2013 Q3	$8.66M	Sell	317,942 -96,318	-23%	-$2.5M	2.48%	21
2013 Q2	$10.5M	Buy	+414,260	New	+$10.5M	3.75%	15

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

CSat Investment Advisory's PGR Position: Q1 2021 in Review

CSat Investment Advisory increased its Progressive (PGR) stake by 19% in Q1 2021, buying an estimated $146K and bringing the position to 9,846 shares worth $941K. The position accounts for 0.79% of the portfolio, ranked #39.

CSat Investment Advisory first reported a position in PGR in Q2 2013 and has held it in 14 quarters since. The position peaked at $10.5M in Q2 2013. 993 funds tracked by Wall St. Rank hold PGR as of Q1 2021.

CSat Investment Advisory held 9,846 shares of Progressive worth $941K as of Q1 2021.
CSat Investment Advisory bought 1,602 Progressive shares in Q1 2021, an estimated $146K.
Progressive made up 0.79% of CSat Investment Advisory's portfolio in Q1 2021, its #39 holding.
CSat Investment Advisory first reported a position in Progressive in Q2 2013 and has held it in 14 quarters since.
CSat Investment Advisory's Progressive position peaked at $10.5M in Q2 2013.
993 funds tracked by Wall St. Rank held Progressive as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.