Kula Investments’s Progressive PGR Stock Holding History

Kula Investments’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 Q1	–	Sell	-7,001	Closed	-$908K	–	802
2022 Q4	$908K	Buy	+7,001	New	+$887K	0.27%	69

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's PGR Position: Q1 2023 in Review

Kula Investments sold out of Progressive (PGR) in Q1 2023, closing a stake of 7,001 shares — an estimated $908K sold.

Kula Investments first reported a position in PGR in Q4 2022 and held it in 1 quarter. The position peaked at $908K in Q4 2022. 1,187 funds tracked by Wall St. Rank hold PGR as of Q1 2023.

Kula Investments reported no remaining Progressive position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 7,001 Progressive shares in Q1 2023, an estimated $908K.
Kula Investments first reported a position in Progressive in Q4 2022 and held it in 1 quarter.
Kula Investments's Progressive position peaked at $908K in Q4 2022.
1,187 funds tracked by Wall St. Rank held Progressive as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.