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Disciplined Investments’s Progressive PGR Stock Holding History

Disciplined Investments’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
-44
Closed -$5.82K – 1153
2023
Q2 		$5.82K Sell
44
-4
-8% -$536 ﹤0.01% 390
2023
Q1 		$6.87K Sell
48
-1
-2% -$138 ﹤0.01% 387
2022
Q4 		$6.36K Hold
49
– – ﹤0.01% 365
2022
Q3 		$6K Hold
49
– – ﹤0.01% 414
2022
Q2 		$6K Buy
49
+9
+23% +$1.02K ﹤0.01% 432
2022
Q1 		$5K Buy
+40
New +$4.33K ﹤0.01% 467

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Disciplined Investments's PGR Position: Q3 2023 in Review

Disciplined Investments sold out of Progressive (PGR) in Q3 2023, closing a stake of 44 shares — an estimated $5.82K sold.

Disciplined Investments first reported a position in PGR in Q1 2022 and held it in 6 quarters. The position peaked at $6.87K in Q1 2023. 1,170 funds tracked by Wall St. Rank hold PGR as of Q3 2023.

  • Disciplined Investments reported no remaining Progressive position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 44 Progressive shares in Q3 2023, an estimated $5.82K.
  • Disciplined Investments first reported a position in Progressive in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Progressive position peaked at $6.87K in Q1 2023.
  • 1,170 funds tracked by Wall St. Rank held Progressive as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.