Enlightenment Research’s Progressive PGR Stock Holding History

Enlightenment Research’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
2022 Q4	–	Sell	-4,200	Closed	-$488K	–	68
2022 Q3	$488K	Buy	4,200 +2,308	+122%	+$278K	1.08%	29
2022 Q2	$220K	Buy	+1,892	New	+$215K	0.47%	80
2020 Q2	–	Sell	-6,011	Closed	-$440K	–	169
2020 Q1	$440K	Buy	+6,011	New	+$463K	0.47%	53
2019 Q3	–	Sell	-3,800	Closed	-$301K	–	239
2019 Q2	$301K	Buy	+3,800	New	+$294K	0.15%	176
2019 Q1	–	Sell	-2,000	Closed	-$121K	–	499
2018 Q4	$121K	Buy	+2,000	New	+$133K	0.15%	145

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Enlightenment Research's PGR Position: Q4 2022 in Review

Enlightenment Research sold out of Progressive (PGR) in Q4 2022, closing a stake of 4,200 shares — an estimated $488K sold.

Enlightenment Research first reported a position in PGR in Q4 2018 and held it in 5 quarters. The position peaked at $488K in Q3 2022. 1,172 funds tracked by Wall St. Rank hold PGR as of Q4 2022.

Enlightenment Research reported no remaining Progressive position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 4,200 Progressive shares in Q4 2022, an estimated $488K.
Enlightenment Research first reported a position in Progressive in Q4 2018 and held it in 5 quarters.
Enlightenment Research's Progressive position peaked at $488K in Q3 2022.
1,172 funds tracked by Wall St. Rank held Progressive as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.