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Meristem Family Wealth’s Progressive PGR Stock Holding History

Meristem Family Wealth’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 		– Sell
-5,022
Closed -$516K – 385
2021
Q4 		$516K Sell
5,022
-1,065
-17% -$102K 0.04% 221
2021
Q3 		$550K Buy
+6,087
New +$580K 0.05% 212

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Meristem Family Wealth's PGR Position: Q1 2022 in Review

Meristem Family Wealth sold out of Progressive (PGR) in Q1 2022, closing a stake of 5,022 shares — an estimated $516K sold.

Meristem Family Wealth first reported a position in PGR in Q3 2021 and held it in 2 quarters. The position peaked at $550K in Q3 2021. 1,066 funds tracked by Wall St. Rank hold PGR as of Q1 2022.

  • Meristem Family Wealth reported no remaining Progressive position as of Q1 2022 after selling out during the quarter.
  • Meristem Family Wealth sold 5,022 Progressive shares in Q1 2022, an estimated $516K.
  • Meristem Family Wealth first reported a position in Progressive in Q3 2021 and held it in 2 quarters.
  • Meristem Family Wealth's Progressive position peaked at $550K in Q3 2021.
  • 1,066 funds tracked by Wall St. Rank held Progressive as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.