Kaizen Advisory’s Progressive PGR Stock Holding History

Kaizen Advisory’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
2018 Q4	$92K	Buy	1,533 +119	+8%	+$7.92K	0.06%	234
2018 Q3	$100K	Hold	1,414	–	–	0.05%	230
2018 Q2	$84K	Buy	1,414 +846	+149%	+$51.8K	0.04%	250
2018 Q1	$35K	Hold	568	–	–	0.03%	247
2017 Q4	$32K	Buy	+568	New	+$29.4K	0.02%	256

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kaizen Advisory's PGR Position: Q4 2018 in Review

Kaizen Advisory increased its Progressive (PGR) stake by 8.4% in Q4 2018, buying an estimated $7.92K and bringing the position to 1,533 shares worth $92K. The position accounts for 0.06% of the portfolio, ranked #234.

Kaizen Advisory first reported a position in PGR in Q4 2017 and has held it in 5 quarters since. The position peaked at $100K in Q3 2018. 844 funds tracked by Wall St. Rank hold PGR as of Q4 2018.

Kaizen Advisory held 1,533 shares of Progressive worth $92K as of Q4 2018.
Kaizen Advisory bought 119 Progressive shares in Q4 2018, an estimated $7.92K.
Progressive made up 0.06% of Kaizen Advisory's portfolio in Q4 2018, its #234 holding.
Kaizen Advisory first reported a position in Progressive in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Progressive position peaked at $100K in Q3 2018.
844 funds tracked by Wall St. Rank held Progressive as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.