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Industrial Alliance Investment Management’s Progressive PGR Stock Holding History

Industrial Alliance Investment Management’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
2023
Q2 		– Sell
-116,540
Closed -$16.7M – 413
2023
Q1 		$16.7M Buy
116,540
+1,220
+1% +$168K 0.46% 49
2022
Q4 		$15M Buy
115,320
+19,460
+20% +$2.47M 0.42% 58
2022
Q3 		$11.1M Sell
95,860
-17,090
-15% -$2.06M 0.33% 76
2022
Q2 		$13.1M Sell
112,950
-2,830
-2% -$321K 0.37% 69
2022
Q1 		$13.2M Buy
115,780
+15,727
+16% +$1.7M 0.31% 75
2021
Q4 		$10.3M Buy
+100,053
New +$9.55M 0.24% 101

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Industrial Alliance Investment Management's PGR Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Progressive (PGR) in Q2 2023, closing a stake of 116,540 shares — an estimated $16.7M sold.

Industrial Alliance Investment Management first reported a position in PGR in Q4 2021 and held it in 6 quarters. The position peaked at $16.7M in Q1 2023. 1,180 funds tracked by Wall St. Rank hold PGR as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Progressive position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 116,540 Progressive shares in Q2 2023, an estimated $16.7M.
  • Industrial Alliance Investment Management first reported a position in Progressive in Q4 2021 and held it in 6 quarters.
  • Industrial Alliance Investment Management's Progressive position peaked at $16.7M in Q1 2023.
  • 1,180 funds tracked by Wall St. Rank held Progressive as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.