DLA
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Douglas Lane & Associates’s Progressive PGR Stock Holding History

Douglas Lane & Associates’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
Q2 		– Sell
-1,568
Closed -$324K – 244
2024
Q1 		$324K Sell
1,568
-914
-37% -$170K ﹤0.01% 205
2023
Q4 		$395K Buy
2,482
+500
+25% +$78.3K 0.01% 192
2023
Q3 		$276K Buy
1,982
+2
+0.1% +$263 ﹤0.01% 207
2023
Q2 		$262K Buy
+1,980
New +$265K ﹤0.01% 206
2021
Q3 		– Sell
-2,121
Closed -$208K – 231
2021
Q2 		$208K Buy
2,121
+17
+0.8% +$1.68K ﹤0.01% 222
2021
Q1 		$201K Hold
2,104
– – ﹤0.01% 211
2020
Q4 		$208K Sell
2,104
-13
-0.6% -$1.23K ﹤0.01% 207
2020
Q3 		$200K Buy
+2,117
New +$190K ﹤0.01% 198
2020
Q2 		– Sell
-2,906
Closed -$215K – 204
2020
Q1 		$215K Sell
2,906
-97
-3% -$7.48K 0.01% 186
2019
Q4 		$217K Sell
3,003
-160
-5% -$11.5K ﹤0.01% 198
2019
Q3 		$244K Hold
3,163
– – ﹤0.01% 196
2019
Q2 		$253K Hold
3,163
– – ﹤0.01% 199
2019
Q1 		$228K Buy
+3,163
New +$217K ﹤0.01% 201
2017
Q4 		– Sell
-4,250
Closed -$206K – 209
2017
Q3 		$206K Buy
+4,250
New +$199K ﹤0.01% 202
2017
Q2 		– Sell
-5,300
Closed -$208K – 203
2017
Q1 		$208K Buy
+5,300
New +$202K 0.01% 200

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Douglas Lane & Associates's PGR Position: Q2 2024 in Review

Douglas Lane & Associates sold out of Progressive (PGR) in Q2 2024, closing a stake of 1,568 shares — an estimated $324K sold.

Douglas Lane & Associates first reported a position in PGR in Q1 2017 and held it in 15 quarters. The position peaked at $395K in Q4 2023. 1,523 funds tracked by Wall St. Rank hold PGR as of Q2 2024.

  • Douglas Lane & Associates reported no remaining Progressive position as of Q2 2024 after selling out during the quarter.
  • Douglas Lane & Associates sold 1,568 Progressive shares in Q2 2024, an estimated $324K.
  • Douglas Lane & Associates first reported a position in Progressive in Q1 2017 and held it in 15 quarters.
  • Douglas Lane & Associates's Progressive position peaked at $395K in Q4 2023.
  • 1,523 funds tracked by Wall St. Rank held Progressive as of Q2 2024.

Based on Douglas Lane & Associates's 13F filing for Q2 2024, filed 8 Jul 2024.