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Graves Light Lenhart Wealth’s Progressive PGR Stock Holding History

Graves Light Lenhart Wealth’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
Q3 		– Sell
-484
Closed -$56K – 466
2022
Q2 		$56K Sell
484
-7
-1% -$794 0.01% 296
2022
Q1 		$56K Sell
491
-905
-65% -$97.9K 0.01% 344
2021
Q4 		$143K Hold
1,396
– – 0.02% 236
2021
Q3 		$126K Hold
1,396
– – 0.02% 242
2021
Q2 		$137K Sell
1,396
-201
-13% -$19.9K 0.02% 224
2021
Q1 		$153K Buy
1,597
+7
+0.4% +$636 0.03% 204
2020
Q4 		$157K Buy
+1,590
New +$150K 0.03% 195

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Graves Light Lenhart Wealth's PGR Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Progressive (PGR) in Q3 2022, closing a stake of 484 shares — an estimated $56K sold.

Graves Light Lenhart Wealth first reported a position in PGR in Q4 2020 and held it in 7 quarters. The position peaked at $157K in Q4 2020. 1,105 funds tracked by Wall St. Rank hold PGR as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Progressive position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 484 Progressive shares in Q3 2022, an estimated $56K.
  • Graves Light Lenhart Wealth first reported a position in Progressive in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's Progressive position peaked at $157K in Q4 2020.
  • 1,105 funds tracked by Wall St. Rank held Progressive as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.