HLOC
PGR icon

H.L. Ormond & Company’s Progressive PGR Stock Holding History

H.L. Ormond & Company’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 		$974K Sell
8,386
-84
-1% -$10.1K 1.56% 14
2022
Q2 		$985K Sell
8,470
-226
-3% -$25.6K 1.59% 14
2022
Q1 		$991K Sell
8,696
-208
-2% -$22.5K 1.21% 34
2021
Q4 		$972K Buy
+8,904
New +$850K 1.14% 35

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

H.L. Ormond & Company's PGR Position: Q3 2022 in Review

H.L. Ormond & Company reduced its Progressive (PGR) stake by 0.99% in Q3 2022, selling an estimated $10.1K and leaving 8,386 shares worth $974K. The position accounts for 1.56% of the portfolio, ranked #14.

H.L. Ormond & Company first reported a position in PGR in Q4 2021 and has held it in 4 quarters since. The position peaked at $991K in Q1 2022. 1,105 funds tracked by Wall St. Rank hold PGR as of Q3 2022.

  • H.L. Ormond & Company held 8,386 shares of Progressive worth $974K as of Q3 2022.
  • H.L. Ormond & Company sold 84 Progressive shares in Q3 2022, an estimated $10.1K.
  • Progressive made up 1.56% of H.L. Ormond & Company's portfolio in Q3 2022, its #14 holding.
  • H.L. Ormond & Company first reported a position in Progressive in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's Progressive position peaked at $991K in Q1 2022.
  • 1,105 funds tracked by Wall St. Rank held Progressive as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.