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GYL Financial Synergies’s Progressive PGR Stock Holding History

GYL Financial Synergies’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
2024
Q3 		$343K Buy
1,350
+48
+4% +$11.2K 0.03% 278
2024
Q2 		$270K Buy
1,302
+50
+4% +$10.5K 0.02% 307
2024
Q1 		$259K Buy
+1,252
New +$232K 0.02% 313

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GYL Financial Synergies's PGR Position: Q3 2024 in Review

GYL Financial Synergies increased its Progressive (PGR) stake by 3.7% in Q3 2024, buying an estimated $11.2K and bringing the position to 1,350 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #278.

GYL Financial Synergies first reported a position in PGR in Q1 2024 and has held it in 3 quarters since. 1,656 funds tracked by Wall St. Rank hold PGR as of Q3 2024.

  • GYL Financial Synergies held 1,350 shares of Progressive worth $343K as of Q3 2024.
  • GYL Financial Synergies bought 48 Progressive shares in Q3 2024, an estimated $11.2K.
  • Progressive made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #278 holding.
  • GYL Financial Synergies first reported a position in Progressive in Q1 2024 and has held it in 3 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Progressive as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.