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HC Financial Advisors’s Progressive PGR Stock Holding History

HC Financial Advisors’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
Q2 		$77K Hold
662
– – 0.05% 110
2022
Q1 		$75K Hold
662
– – 0.04% 113
2021
Q4 		$68K Hold
662
– – 0.04% 123
2021
Q3 		$60K Sell
662
-1,162
-64% -$111K 0.04% 124
2021
Q2 		$179K Hold
1,824
– – 0.1% 84
2021
Q1 		$174K Hold
1,824
– – 0.11% 81
2020
Q4 		$180K Buy
1,824
+662
+57% +$62.6K 0.12% 83
2020
Q3 		$110K Buy
+1,162
New +$104K 0.08% 87

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

HC Financial Advisors's PGR Position: Q2 2022 in Review

HC Financial Advisors held its Progressive (PGR) position steady in Q2 2022 at 662 shares worth $77K. The position accounts for 0.05% of the portfolio, ranked #110.

HC Financial Advisors first reported a position in PGR in Q3 2020 and has held it in 8 quarters since. The position peaked at $180K in Q4 2020. 1,083 funds tracked by Wall St. Rank hold PGR as of Q2 2022.

  • HC Financial Advisors held 662 shares of Progressive worth $77K as of Q2 2022.
  • HC Financial Advisors left its Progressive share count unchanged in Q2 2022.
  • Progressive made up 0.05% of HC Financial Advisors's portfolio in Q2 2022, its #110 holding.
  • HC Financial Advisors first reported a position in Progressive in Q3 2020 and has held it in 8 quarters since.
  • HC Financial Advisors's Progressive position peaked at $180K in Q4 2020.
  • 1,083 funds tracked by Wall St. Rank held Progressive as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.