First National Bank of South Miami’s Progressive PGR Stock Holding History

First National Bank of South Miami’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 Q2	$302K	Sell	2,285 -457	-17%	-$61.3K	0.24%	86
2023 Q1	$392K	Sell	2,742 -293	-10%	-$40.4K	0.31%	76
2022 Q4	$394K	Sell	3,035 -41	-1%	-$5.2K	0.29%	80
2022 Q3	$357K	Sell	3,076 -426	-12%	-$51.3K	0.28%	82
2022 Q2	$407K	Sell	3,502 -482	-12%	-$54.7K	0.28%	82
2022 Q1	$454K	Sell	3,984 -10	-0.3%	-$1.08K	0.27%	83
2021 Q4	$410K	Buy	3,994 +101	+3%	+$9.64K	0.25%	87
2021 Q3	$352K	Buy	3,893 +318	+9%	+$30.3K	0.24%	94
2021 Q2	$351K	Buy	3,575 +221	+7%	+$21.9K	0.24%	92
2021 Q1	$321K	Sell	3,354 -511	-13%	-$46.4K	0.25%	93
2020 Q4	$382K	Buy	3,865 +165	+4%	+$15.6K	0.33%	74
2020 Q3	$350K	Buy	3,700 +1,200	+48%	+$108K	0.33%	73
2020 Q2	$200K	Sell	2,500 -658	-21%	-$51.4K	0.22%	92
2020 Q1	$233K	Buy	3,158 +211	+7%	+$16.3K	0.29%	77
2019 Q4	$213K	Sell	2,947 -276	-9%	-$19.9K	0.21%	97
2019 Q3	$244K	Sell	3,223 -30	-0.9%	-$2.36K	0.23%	93
2019 Q2	$263K	Buy	3,253 +17	+0.5%	+$1.31K	0.25%	90
2019 Q1	$233K	Hold	3,236	–	–	0.22%	93
2018 Q4	$218K	Buy	+3,236	New	+$215K	0.21%	98

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

First National Bank of South Miami's PGR Position: Q2 2023 in Review

First National Bank of South Miami reduced its Progressive (PGR) stake by 17% in Q2 2023, selling an estimated $61.3K and leaving 2,285 shares worth $302K. The position accounts for 0.24% of the portfolio, ranked #86.

First National Bank of South Miami first reported a position in PGR in Q4 2018 and has held it in 19 quarters since. The position peaked at $454K in Q1 2022. 1,180 funds tracked by Wall St. Rank hold PGR as of Q2 2023.

First National Bank of South Miami held 2,285 shares of Progressive worth $302K as of Q2 2023.
First National Bank of South Miami sold 457 Progressive shares in Q2 2023, an estimated $61.3K.
Progressive made up 0.24% of First National Bank of South Miami's portfolio in Q2 2023, its #86 holding.
First National Bank of South Miami first reported a position in Progressive in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's Progressive position peaked at $454K in Q1 2022.
1,180 funds tracked by Wall St. Rank held Progressive as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.