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LVM Capital Management’s Progressive PGR Stock Holding History

LVM Capital Management’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
Q4 		– Sell
-6,425
Closed -$747K – 139
2022
Q3 		$747K Hold
6,425
– – 0.11% 78
2022
Q2 		$747K Buy
+6,425
New +$728K 0.11% 77

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LVM Capital Management's PGR Position: Q4 2022 in Review

LVM Capital Management sold out of Progressive (PGR) in Q4 2022, closing a stake of 6,425 shares — an estimated $747K sold.

LVM Capital Management first reported a position in PGR in Q2 2022 and held it in 2 quarters. The position peaked at $747K in Q3 2022. 1,171 funds tracked by Wall St. Rank hold PGR as of Q4 2022.

  • LVM Capital Management reported no remaining Progressive position as of Q4 2022 after selling out during the quarter.
  • LVM Capital Management sold 6,425 Progressive shares in Q4 2022, an estimated $747K.
  • LVM Capital Management first reported a position in Progressive in Q2 2022 and held it in 2 quarters.
  • LVM Capital Management's Progressive position peaked at $747K in Q3 2022.
  • 1,171 funds tracked by Wall St. Rank held Progressive as of Q4 2022.

Based on LVM Capital Management's 13F filing for Q4 2022, filed 3 Jan 2023.