Lido Advisors
PRGS icon

Lido Advisors’s Progress Software PRGS Stock Holding History

Lido Advisors’s Portfolio PRGS Stock Details PRGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,855
Closed -$206K – 1467
2024
Q1 		$206K Buy
+3,855
New +$212K ﹤0.01% 1252
2023
Q3 		– Sell
-5,466
Closed -$318K – 1285
2023
Q2 		$318K Sell
5,466
-2,234
-29% -$127K ﹤0.01% 903
2023
Q1 		$442K Buy
+7,700
New +$429K ﹤0.01% 724
2022
Q2 		– Sell
-7,734
Closed -$364K – 1039
2022
Q1 		$364K Buy
+7,734
New +$348K ﹤0.01% 742

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lido Advisors's PRGS Position: Q2 2024 in Review

Lido Advisors sold out of Progress Software (PRGS) in Q2 2024, closing a stake of 3,855 shares — an estimated $206K sold.

Lido Advisors first reported a position in PRGS in Q1 2022 and held it in 4 quarters. The position peaked at $442K in Q1 2023. 305 funds tracked by Wall St. Rank hold PRGS as of Q2 2024.

  • Lido Advisors reported no remaining Progress Software position as of Q2 2024 after selling out during the quarter.
  • Lido Advisors sold 3,855 Progress Software shares in Q2 2024, an estimated $206K.
  • Lido Advisors first reported a position in Progress Software in Q1 2022 and held it in 4 quarters.
  • Lido Advisors's Progress Software position peaked at $442K in Q1 2023.
  • 305 funds tracked by Wall St. Rank held Progress Software as of Q2 2024.

Based on Lido Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.