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Kiwi Wealth Investments Limited Partnership’s Progressive PGR Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023
Q4 		– Sell
-58,029
Closed -$8.08M – 35
2023
Q3 		$8.08M Buy
+58,029
New +$7.63M 0.88% 28
2019
Q3 		– Sell
-41,049
Closed -$3.28M – 216
2019
Q2 		$3.28M Buy
+41,049
New +$3.18M 0.29% 100

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Kiwi Wealth Investments Limited Partnership's PGR Position: Q4 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Progressive (PGR) in Q4 2023, closing a stake of 58,029 shares — an estimated $8.08M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in PGR in Q2 2019 and held it in 2 quarters. The position peaked at $8.08M in Q3 2023. 1,328 funds tracked by Wall St. Rank hold PGR as of Q4 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Progressive position as of Q4 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 58,029 Progressive shares in Q4 2023, an estimated $8.08M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Progressive in Q2 2019 and held it in 2 quarters.
  • Kiwi Wealth Investments Limited Partnership's Progressive position peaked at $8.08M in Q3 2023.
  • 1,328 funds tracked by Wall St. Rank held Progressive as of Q4 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2023, filed 14 Feb 2024.