Eagle Strategies’s Progressive PGR Stock Holding History

Eagle Strategies’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	-1,475	Closed	-$305K	–	294
2024 Q1	$305K	Buy	+1,475	New	+$274K	0.07%	212

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eagle Strategies's PGR Position: Q2 2024 in Review

Eagle Strategies sold out of Progressive (PGR) in Q2 2024, closing a stake of 1,475 shares — an estimated $305K sold.

Eagle Strategies first reported a position in PGR in Q1 2024 and held it in 1 quarter. The position peaked at $305K in Q1 2024. 1,523 funds tracked by Wall St. Rank hold PGR as of Q2 2024.

Eagle Strategies reported no remaining Progressive position as of Q2 2024 after selling out during the quarter.
Eagle Strategies sold 1,475 Progressive shares in Q2 2024, an estimated $305K.
Eagle Strategies first reported a position in Progressive in Q1 2024 and held it in 1 quarter.
Eagle Strategies's Progressive position peaked at $305K in Q1 2024.
1,523 funds tracked by Wall St. Rank held Progressive as of Q2 2024.

Based on Eagle Strategies's 13F filing for Q2 2024, filed 8 Aug 2024.