Elm Advisors’s Progressive PGR Stock Holding History

Elm Advisors’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 Q1	–	Sell	-1,500	Closed	-$148K	–	211
2020 Q4	$148K	Buy	+1,500	New	+$142K	0.09%	94
2018 Q4	–	Sell	-1,500	Closed	-$107K	–	214
2018 Q3	$107K	Buy	+1,500	New	+$96.5K	0.07%	116

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Elm Advisors's PGR Position: Q1 2021 in Review

Elm Advisors sold out of Progressive (PGR) in Q1 2021, closing a stake of 1,500 shares — an estimated $148K sold.

Elm Advisors first reported a position in PGR in Q3 2018 and held it in 2 quarters. The position peaked at $148K in Q4 2020. 992 funds tracked by Wall St. Rank hold PGR as of Q1 2021.

Elm Advisors reported no remaining Progressive position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 1,500 Progressive shares in Q1 2021, an estimated $148K.
Elm Advisors first reported a position in Progressive in Q3 2018 and held it in 2 quarters.
Elm Advisors's Progressive position peaked at $148K in Q4 2020.
992 funds tracked by Wall St. Rank held Progressive as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.