IP
PGR icon

Intellectus Partners’s Progressive PGR Stock Holding History

Intellectus Partners’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
2021
Q4 		– Sell
-4,283
Closed -$387K – 285
2021
Q3 		$387K Hold
4,283
– – 0.09% 209
2021
Q2 		$421K Buy
4,283
+5
+0.1% +$495 0.1% 205
2021
Q1 		$409K Sell
4,278
-1,105
-21% -$100K 0.11% 192
2020
Q4 		$532K Sell
5,383
-187
-3% -$17.7K 0.16% 158
2020
Q3 		$527K Sell
5,570
-245
-4% -$22K 0.2% 134
2020
Q2 		$466K Buy
5,815
+1,588
+38% +$124K 0.18% 144
2020
Q1 		$312K Buy
+4,227
New +$326K 0.15% 162
2019
Q2 		– Sell
-101
Closed -$7K – 343
2019
Q1 		$7K Hold
101
– – ﹤0.01% 375
2018
Q4 		$6K Hold
101
– – ﹤0.01% 223
2018
Q3 		$7K Buy
+101
New +$6.5K ﹤0.01% 507

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return