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Kapitalo Investimentos’s Progressive PGR Stock Holding History

Kapitalo Investimentos’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
2024
Q1 		– Sell
-1,588
Closed -$253K – 487
2023
Q4 		$253K Buy
+1,588
New +$249K 0.05% 227
2023
Q3 		– Sell
-1,406
Closed -$186K – 660
2023
Q2 		$186K Buy
+1,406
New +$188K 0.03% 257

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kapitalo Investimentos's PGR Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Progressive (PGR) in Q1 2024, closing a stake of 1,588 shares — an estimated $253K sold.

Kapitalo Investimentos first reported a position in PGR in Q2 2023 and held it in 2 quarters. The position peaked at $253K in Q4 2023. 1,459 funds tracked by Wall St. Rank hold PGR as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Progressive position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,588 Progressive shares in Q1 2024, an estimated $253K.
  • Kapitalo Investimentos first reported a position in Progressive in Q2 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's Progressive position peaked at $253K in Q4 2023.
  • 1,459 funds tracked by Wall St. Rank held Progressive as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.