FI
PGR icon

FormulaFolio Investments’s Progressive PGR Stock Holding History

FormulaFolio Investments’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
2019
Q3 		– Sell
-4,519
Closed -$361K – 363
2019
Q2 		$361K Sell
4,519
-1,148
-20% -$88.8K 0.02% 241
2019
Q1 		$409K Buy
+5,667
New +$388K 0.02% 222
2017
Q3 		– Sell
-24,218
Closed -$1.07M – 237
2017
Q2 		$1.07M Buy
+24,218
New +$1.01M 0.1% 62

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FormulaFolio Investments's PGR Position: Q3 2019 in Review

FormulaFolio Investments sold out of Progressive (PGR) in Q3 2019, closing a stake of 4,519 shares — an estimated $361K sold.

FormulaFolio Investments first reported a position in PGR in Q2 2017 and held it in 3 quarters. The position peaked at $1.07M in Q2 2017. 881 funds tracked by Wall St. Rank hold PGR as of Q3 2019.

  • FormulaFolio Investments reported no remaining Progressive position as of Q3 2019 after selling out during the quarter.
  • FormulaFolio Investments sold 4,519 Progressive shares in Q3 2019, an estimated $361K.
  • FormulaFolio Investments first reported a position in Progressive in Q2 2017 and held it in 3 quarters.
  • FormulaFolio Investments's Progressive position peaked at $1.07M in Q2 2017.
  • 881 funds tracked by Wall St. Rank held Progressive as of Q3 2019.

Based on FormulaFolio Investments's 13F filing for Q3 2019, filed 23 Oct 2019.