HF
PGR icon

Halpern Financial’s Progressive PGR Stock Holding History

Halpern Financial’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 		$7.89K Hold
31
– – ﹤0.01% 169
2024
Q2 		$6.44K Buy
+31
New +$6.49K ﹤0.01% 170
2022
Q3 		– Sell
-88
Closed -$10.2K – 291
2022
Q2 		$10.2K Buy
+88
New +$9.98K ﹤0.01% 164

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Halpern Financial's PGR Position: Q3 2024 in Review

Halpern Financial held its Progressive (PGR) position steady in Q3 2024 at 31 shares worth $7.89K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Halpern Financial first reported a position in PGR in Q2 2022 and has held it in 3 quarters since. The position peaked at $10.2K in Q2 2022. 1,654 funds tracked by Wall St. Rank hold PGR as of Q3 2024.

  • Halpern Financial held 31 shares of Progressive worth $7.89K as of Q3 2024.
  • Halpern Financial left its Progressive share count unchanged in Q3 2024.
  • Progressive made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #169 holding.
  • Halpern Financial first reported a position in Progressive in Q2 2022 and has held it in 3 quarters since.
  • Halpern Financial's Progressive position peaked at $10.2K in Q2 2022.
  • 1,654 funds tracked by Wall St. Rank held Progressive as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.