Kore Private Wealth’s Progressive PGR Stock Holding History

Kore Private Wealth’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	-3,785	Closed	-$342K	–	420
2021 Q3	$342K	Buy	3,785 +585	+18%	+$55.8K	0.04%	302
2021 Q2	$314K	Buy	+3,200	New	+$317K	0.04%	309
2020 Q3	–	Sell	-80	Closed	-$6K	–	854
2020 Q2	$6K	Sell	80 -1	-1%	-$78	﹤0.01%	885
2020 Q1	$6K	Sell	81 -172	-68%	-$13.3K	﹤0.01%	779
2019 Q4	$18K	Buy	+253	New	+$18.2K	﹤0.01%	646
2019 Q2	–	Sell	-147	Closed	-$11K	–	629
2019 Q1	$11K	Buy	147 +22	+18%	+$1.51K	﹤0.01%	619
2018 Q4	$8K	Buy	+125	New	+$8.32K	﹤0.01%	603

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

Kore Private Wealth's PGR Position: Q4 2021 in Review

Kore Private Wealth sold out of Progressive (PGR) in Q4 2021, closing a stake of 3,785 shares — an estimated $342K sold.

Kore Private Wealth first reported a position in PGR in Q4 2018 and held it in 7 quarters. The position peaked at $342K in Q3 2021. 1,056 funds tracked by Wall St. Rank hold PGR as of Q4 2021.

Kore Private Wealth reported no remaining Progressive position as of Q4 2021 after selling out during the quarter.
Kore Private Wealth sold 3,785 Progressive shares in Q4 2021, an estimated $342K.
Kore Private Wealth first reported a position in Progressive in Q4 2018 and held it in 7 quarters.
Kore Private Wealth's Progressive position peaked at $342K in Q3 2021.
1,056 funds tracked by Wall St. Rank held Progressive as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.