Great Diamond Partners’s Progressive PGR Stock Holding History

Great Diamond Partners’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
2020 Q1	–	Sell	-553	Closed	-$40K	–	463
2019 Q4	$40K	Buy	+553	New	+$39.9K	0.02%	335

Other funds holding PGR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Great Diamond Partners's PGR Position: Q1 2020 in Review

Great Diamond Partners sold out of Progressive (PGR) in Q1 2020, closing a stake of 553 shares — an estimated $40K sold.

Great Diamond Partners first reported a position in PGR in Q4 2019 and held it in 1 quarter. The position peaked at $40K in Q4 2019. 881 funds tracked by Wall St. Rank hold PGR as of Q1 2020.

Great Diamond Partners reported no remaining Progressive position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 553 Progressive shares in Q1 2020, an estimated $40K.
Great Diamond Partners first reported a position in Progressive in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Progressive position peaked at $40K in Q4 2019.
881 funds tracked by Wall St. Rank held Progressive as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.