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Lee Financial’s Progressive PGR Stock Holding History

Lee Financial’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
-79
Closed -$10.5K – 849
2023
Q2 		$10.5K Hold
79
– – ﹤0.01% 401
2023
Q1 		$11.3K Buy
79
+71
+888% +$9.79K ﹤0.01% 393
2022
Q4 		$1.04K Hold
8
– – ﹤0.01% 771
2022
Q3 		$1K Buy
8
+2
+33% +$241 ﹤0.01% 776
2022
Q2 		$1K Buy
+6
New +$680 ﹤0.01% 809
2018
Q3 		– Sell
-162
Closed -$10K – 640
2018
Q2 		$10K Hold
162
– – ﹤0.01% 484
2018
Q1 		$10K Buy
+162
New +$9.25K ﹤0.01% 474

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

Lee Financial's PGR Position: Q3 2023 in Review

Lee Financial sold out of Progressive (PGR) in Q3 2023, closing a stake of 79 shares — an estimated $10.5K sold.

Lee Financial first reported a position in PGR in Q1 2018 and held it in 7 quarters. The position peaked at $11.3K in Q1 2023. 1,170 funds tracked by Wall St. Rank hold PGR as of Q3 2023.

  • Lee Financial reported no remaining Progressive position as of Q3 2023 after selling out during the quarter.
  • Lee Financial sold 79 Progressive shares in Q3 2023, an estimated $10.5K.
  • Lee Financial first reported a position in Progressive in Q1 2018 and held it in 7 quarters.
  • Lee Financial's Progressive position peaked at $11.3K in Q1 2023.
  • 1,170 funds tracked by Wall St. Rank held Progressive as of Q3 2023.

Based on Lee Financial's 13F filing for Q3 2023, filed 9 Nov 2023.