Edge Wealth Management’s Progressive PGR Stock Holding History

Edge Wealth Management’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
2020 Q3	–	Sell	-200	Closed	-$16K	–	580
2020 Q2	$16K	Hold	200	–	–	﹤0.01%	402
2020 Q1	$15K	Hold	200	–	–	﹤0.01%	350
2019 Q4	$14K	Hold	200	–	–	﹤0.01%	385
2019 Q3	$15K	Hold	200	–	–	﹤0.01%	362
2019 Q2	$16K	Hold	200	–	–	﹤0.01%	364
2019 Q1	$14K	Hold	200	–	–	﹤0.01%	366
2018 Q4	$12K	Hold	200	–	–	﹤0.01%	387
2018 Q3	$14K	Hold	200	–	–	﹤0.01%	406
2018 Q2	$12K	Hold	200	–	–	﹤0.01%	403
2018 Q1	$12K	Hold	200	–	–	﹤0.01%	364
2017 Q4	$11K	Hold	200	–	–	﹤0.01%	371
2017 Q3	$10K	Hold	200	–	–	﹤0.01%	370
2017 Q2	$9K	Buy	+200	New	+$8.31K	﹤0.01%	382

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edge Wealth Management's PGR Position: Q3 2020 in Review

Edge Wealth Management sold out of Progressive (PGR) in Q3 2020, closing a stake of 200 shares — an estimated $16K sold.

Edge Wealth Management first reported a position in PGR in Q2 2017 and held it in 13 quarters. The position peaked at $16K in Q2 2020. 950 funds tracked by Wall St. Rank hold PGR as of Q3 2020.

Edge Wealth Management reported no remaining Progressive position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 200 Progressive shares in Q3 2020, an estimated $16K.
Edge Wealth Management first reported a position in Progressive in Q2 2017 and held it in 13 quarters.
Edge Wealth Management's Progressive position peaked at $16K in Q2 2020.
950 funds tracked by Wall St. Rank held Progressive as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.