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Estate Counselors’s Progressive PGR Stock Holding History

Estate Counselors’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
2023
Q1 		– Sell
-11,243
Closed -$1.46M – 157
2022
Q4 		$1.46M Buy
11,243
+40
+0.4% +$5.07K 0.2% 68
2022
Q3 		$1.3M Hold
11,203
– – 0.2% 59
2022
Q2 		$1.3M Buy
+11,203
New +$1.27M 0.19% 56

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Estate Counselors's PGR Position: Q1 2023 in Review

Estate Counselors sold out of Progressive (PGR) in Q1 2023, closing a stake of 11,243 shares — an estimated $1.46M sold.

Estate Counselors first reported a position in PGR in Q2 2022 and held it in 3 quarters. The position peaked at $1.46M in Q4 2022. 1,187 funds tracked by Wall St. Rank hold PGR as of Q1 2023.

  • Estate Counselors reported no remaining Progressive position as of Q1 2023 after selling out during the quarter.
  • Estate Counselors sold 11,243 Progressive shares in Q1 2023, an estimated $1.46M.
  • Estate Counselors first reported a position in Progressive in Q2 2022 and held it in 3 quarters.
  • Estate Counselors's Progressive position peaked at $1.46M in Q4 2022.
  • 1,187 funds tracked by Wall St. Rank held Progressive as of Q1 2023.

Based on Estate Counselors's 13F filing for Q1 2023, filed 4 May 2023.