Lenox Wealth Advisors’s Progressive PGR Stock Holding History

Lenox Wealth 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
2022 Q1	$18K	Buy	154 +2	+1%	+$216	﹤0.01%	395
2021 Q4	$16K	Buy	152 +17	+13%	+$1.62K	﹤0.01%	439
2021 Q3	$12K	Hold	135	–	–	﹤0.01%	447
2021 Q2	$13K	Buy	+135	New	+$13.4K	﹤0.01%	428
2019 Q3	–	Sell	-94	Closed	-$8K	–	635
2019 Q2	$8K	Hold	94	–	–	﹤0.01%	294
2019 Q1	$7K	Hold	94	–	–	﹤0.01%	314
2018 Q4	$6K	Hold	94	–	–	﹤0.01%	286
2018 Q3	$7K	Sell	94 -98	-51%	-$6.3K	﹤0.01%	295
2018 Q2	$11K	Sell	192 -61	-24%	-$3.73K	﹤0.01%	343
2018 Q1	$15K	Buy	253 +192	+315%	+$11K	﹤0.01%	305
2017 Q4	$3K	Buy	+61	New	+$3.16K	﹤0.01%	293

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lenox Wealth Advisors's PGR Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Progressive (PGR) stake by 1.3% in Q1 2022, buying an estimated $216 and bringing the position to 154 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Lenox Wealth Advisors first reported a position in PGR in Q4 2017 and has held it in 11 quarters since. 1,068 funds tracked by Wall St. Rank hold PGR as of Q1 2022.

Lenox Wealth Advisors held 154 shares of Progressive worth $18K as of Q1 2022.
Lenox Wealth Advisors bought 2 Progressive shares in Q1 2022, an estimated $216.
Progressive made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #395 holding.
Lenox Wealth Advisors first reported a position in Progressive in Q4 2017 and has held it in 11 quarters since.
1,068 funds tracked by Wall St. Rank held Progressive as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.