GCA
PGR icon

Gideon Capital Advisors’s Progressive PGR Stock Holding History

Gideon Capital 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
2019
Q2 		– Sell
-6,800
Closed -$490K – 394
2019
Q1 		$490K Buy
6,800
+800
+13% +$54.8K 0.18% 175
2018
Q4 		$362K Buy
+6,000
New +$399K 0.15% 214
2018
Q3 		– Sell
-14,336
Closed -$848K – 463
2018
Q2 		$848K Buy
14,336
+7,061
+97% +$432K 0.42% 56
2018
Q1 		$443K Buy
7,275
+150
+2% +$8.56K 0.27% 139
2017
Q4 		$401K Sell
7,125
-2,038
-22% -$105K 0.35% 84
2017
Q3 		$444K Buy
9,163
+1,347
+17% +$63K 0.44% 60
2017
Q2 		$345K Buy
7,816
+875
+13% +$36.3K 0.38% 109
2017
Q1 		$272K Buy
+6,941
New +$265K 0.16% 277
2016
Q3 		– Sell
-10,953
Closed -$367K – 257
2016
Q2 		$367K Buy
+10,953
New +$362K 0.21% 128
2015
Q1 		– Sell
-34,051
Closed -$919K – 289
2014
Q4 		$919K Buy
+34,051
New +$898K 0.43% 85
2014
Q2 		– Sell
-28,724
Closed -$696K – 305
2014
Q1 		$696K Buy
+28,724
New +$698K 0.39% 88

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return