KPCM
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Kings Point Capital Management’s Progressive PGR Stock Holding History

Kings Point Capital Management’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
Q2 		– Sell
-350
Closed -$33K – 564
2021
Q1 		$33K Buy
+350
New +$31.8K ﹤0.01% 390
2020
Q1 		– Sell
-145
Closed -$10K – 490
2019
Q4 		$10K Hold
145
– – ﹤0.01% 486
2019
Q3 		$11K Hold
145
– – ﹤0.01% 472
2019
Q2 		$12K Buy
+145
New +$11.2K ﹤0.01% 401

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
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 $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Kings Point Capital Management's PGR Position: Q2 2021 in Review

Kings Point Capital Management sold out of Progressive (PGR) in Q2 2021, closing a stake of 350 shares — an estimated $33K sold.

Kings Point Capital Management first reported a position in PGR in Q2 2019 and held it in 4 quarters. The position peaked at $33K in Q1 2021. 1,002 funds tracked by Wall St. Rank hold PGR as of Q2 2021.

  • Kings Point Capital Management reported no remaining Progressive position as of Q2 2021 after selling out during the quarter.
  • Kings Point Capital Management sold 350 Progressive shares in Q2 2021, an estimated $33K.
  • Kings Point Capital Management first reported a position in Progressive in Q2 2019 and held it in 4 quarters.
  • Kings Point Capital Management's Progressive position peaked at $33K in Q1 2021.
  • 1,002 funds tracked by Wall St. Rank held Progressive as of Q2 2021.

Based on Kings Point Capital Management's 13F filing for Q2 2021, filed 13 Aug 2021.