Ironwood Financial’s Progressive PGR Stock Holding History

Ironwood 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
2021 Q4	–	Sell	-165	Closed	-$15K	–	410
2021 Q3	$15K	Hold	165	–	–	﹤0.01%	319
2021 Q2	$16K	Hold	165	–	–	﹤0.01%	304
2021 Q1	$16K	Hold	165	–	–	0.01%	293
2020 Q4	$16K	Hold	165	–	–	0.01%	277
2020 Q3	$16K	Hold	165	–	–	0.01%	218
2020 Q2	$13K	Hold	165	–	–	0.01%	228
2020 Q1	$12K	Hold	165	–	–	0.01%	202
2019 Q4	$12K	Hold	165	–	–	0.01%	247
2019 Q3	$13K	Hold	165	–	–	0.01%	241
2019 Q2	$13K	Hold	165	–	–	0.01%	244
2019 Q1	$12K	Hold	165	–	–	0.01%	239
2018 Q4	$10K	Buy	+165	New	+$11K	0.01%	239

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ironwood Financial's PGR Position: Q4 2021 in Review

Ironwood Financial sold out of Progressive (PGR) in Q4 2021, closing a stake of 165 shares — an estimated $15K sold.

Ironwood Financial first reported a position in PGR in Q4 2018 and held it in 12 quarters. The position peaked at $16K in Q2 2021. 1,056 funds tracked by Wall St. Rank hold PGR as of Q4 2021.

Ironwood Financial reported no remaining Progressive position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 165 Progressive shares in Q4 2021, an estimated $15K.
Ironwood Financial first reported a position in Progressive in Q4 2018 and held it in 12 quarters.
Ironwood Financial's Progressive position peaked at $16K in Q2 2021.
1,056 funds tracked by Wall St. Rank held Progressive as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.