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D.L. Carlson Investment Group’s Progressive PGR Stock Holding History

D.L. Carlson Investment Group’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
Q3 		– Sell
-37,320
Closed -$4.94M – 140
2023
Q2 		$4.94M Buy
+37,320
New +$5M 0.94% 34

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

D.L. Carlson Investment Group's PGR Position: Q3 2023 in Review

D.L. Carlson Investment Group sold out of Progressive (PGR) in Q3 2023, closing a stake of 37,320 shares — an estimated $4.94M sold.

D.L. Carlson Investment Group first reported a position in PGR in Q2 2023 and held it in 1 quarter. The position peaked at $4.94M in Q2 2023. 1,171 funds tracked by Wall St. Rank hold PGR as of Q3 2023.

  • D.L. Carlson Investment Group reported no remaining Progressive position as of Q3 2023 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 37,320 Progressive shares in Q3 2023, an estimated $4.94M.
  • D.L. Carlson Investment Group first reported a position in Progressive in Q2 2023 and held it in 1 quarter.
  • D.L. Carlson Investment Group's Progressive position peaked at $4.94M in Q2 2023.
  • 1,171 funds tracked by Wall St. Rank held Progressive as of Q3 2023.

Based on D.L. Carlson Investment Group's 13F filing for Q3 2023, filed 2 Nov 2023.