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Investment Partners’s Progressive PGR Stock Holding History

Investment 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
2022
Q4 		– Sell
-15,136
Closed -$1.76M – 216
2022
Q3 		$1.76M Buy
+15,136
New +$1.82M 0.52% 56
2021
Q3 		– Sell
-3,535
Closed -$347K – 165
2021
Q2 		$347K Sell
3,535
-244
-6% -$24.1K 0.16% 116
2021
Q1 		$361K Buy
3,779
+25
+0.7% +$2.27K 0.18% 100
2020
Q4 		$371K Sell
3,754
-535
-12% -$50.6K 0.2% 87
2020
Q3 		$406K Buy
4,289
+211
+5% +$19K 0.24% 78
2020
Q2 		$327K Sell
4,078
-224
-5% -$17.5K 0.19% 90
2020
Q1 		$318K Sell
4,302
-484
-10% -$37.3K 0.23% 86
2019
Q4 		$346K Buy
4,786
+501
+12% +$36.1K 0.23% 92
2019
Q3 		$331K Hold
4,285
– – 0.24% 92
2019
Q2 		$342K Buy
4,285
+1
+0% +$77 0.25% 90
2019
Q1 		$309K Sell
4,284
-226
-5% -$15.5K 0.22% 96
2018
Q4 		$272K Sell
4,510
-400
-8% -$26.6K 0.23% 92
2018
Q3 		$328 Sell
4,910
-100
-2% -$6.43K 0.18% 81
2018
Q2 		$296K Buy
+5,010
New +$307K 0.22% 99
2016
Q4 		– Sell
-13,522
Closed -$426K – 156
2016
Q3 		$426K Buy
+13,522
New +$440K 0.24% 102
2016
Q2 		– Sell
-13,318
Closed -$424K – 148
2016
Q1 		$424K Buy
+13,318
New +$426K 0.28% 91

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Investment Partners's PGR Position: Q4 2022 in Review

Investment Partners sold out of Progressive (PGR) in Q4 2022, closing a stake of 15,136 shares — an estimated $1.76M sold.

Investment Partners first reported a position in PGR in Q1 2016 and held it in 16 quarters. The position peaked at $1.76M in Q3 2022. 1,172 funds tracked by Wall St. Rank hold PGR as of Q4 2022.

  • Investment Partners reported no remaining Progressive position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 15,136 Progressive shares in Q4 2022, an estimated $1.76M.
  • Investment Partners first reported a position in Progressive in Q1 2016 and held it in 16 quarters.
  • Investment Partners's Progressive position peaked at $1.76M in Q3 2022.
  • 1,172 funds tracked by Wall St. Rank held Progressive as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.