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L & S Advisors’s Progressive PGR Stock Holding History

L & S Advisors’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
Q3 		– Sell
-18,008
Closed -$2.38M – 323
2023
Q2 		$2.38M Buy
18,008
+1,276
+8% +$171K 0.32% 94
2023
Q1 		$2.39M Buy
+16,732
New +$2.31M 0.34% 90
2019
Q3 		– Sell
-84,237
Closed -$6.73M – 329
2019
Q2 		$6.73M Sell
84,237
-2,188
-3% -$169K 0.89% 28
2019
Q1 		$6.23M Buy
+86,425
New +$5.92M 0.84% 29

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

L & S Advisors's PGR Position: Q3 2023 in Review

L & S Advisors sold out of Progressive (PGR) in Q3 2023, closing a stake of 18,008 shares — an estimated $2.38M sold.

L & S Advisors first reported a position in PGR in Q1 2019 and held it in 4 quarters. The position peaked at $6.73M in Q2 2019. 1,170 funds tracked by Wall St. Rank hold PGR as of Q3 2023.

  • L & S Advisors reported no remaining Progressive position as of Q3 2023 after selling out during the quarter.
  • L & S Advisors sold 18,008 Progressive shares in Q3 2023, an estimated $2.38M.
  • L & S Advisors first reported a position in Progressive in Q1 2019 and held it in 4 quarters.
  • L & S Advisors's Progressive position peaked at $6.73M in Q2 2019.
  • 1,170 funds tracked by Wall St. Rank held Progressive as of Q3 2023.

Based on L & S Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.