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Donor Advised Charitable Giving’s Progressive PGR Stock Holding History

Donor Advised Charitable Giving’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
Q3 		– Sell
-3,200
Closed -$314K – 98
2021
Q2 		$314K Hold
3,200
– – 0.04% 103
2021
Q1 		$306K Hold
3,200
– – 0.03% 103
2020
Q4 		$316K Hold
3,200
– – 0.04% 101
2020
Q3 		$303K Hold
3,200
– – 0.09% 49
2020
Q2 		$256K Hold
3,200
– – 0.1% 46
2020
Q1 		$236K Hold
3,200
– – 0.12% 42
2019
Q4 		$232K Buy
3,200
+245
+8% +$17.7K 0.13% 51
2019
Q3 		$228K Hold
2,955
– – 0.18% 51
2019
Q2 		$236K Buy
+2,955
New +$229K 0.19% 49

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Donor Advised Charitable Giving's PGR Position: Q3 2021 in Review

Donor Advised Charitable Giving sold out of Progressive (PGR) in Q3 2021, closing a stake of 3,200 shares — an estimated $314K sold.

Donor Advised Charitable Giving first reported a position in PGR in Q2 2019 and held it in 9 quarters. The position peaked at $316K in Q4 2020. 983 funds tracked by Wall St. Rank hold PGR as of Q3 2021.

  • Donor Advised Charitable Giving reported no remaining Progressive position as of Q3 2021 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 3,200 Progressive shares in Q3 2021, an estimated $314K.
  • Donor Advised Charitable Giving first reported a position in Progressive in Q2 2019 and held it in 9 quarters.
  • Donor Advised Charitable Giving's Progressive position peaked at $316K in Q4 2020.
  • 983 funds tracked by Wall St. Rank held Progressive as of Q3 2021.

Based on Donor Advised Charitable Giving's 13F filing for Q3 2021, filed 14 Oct 2021.