MIA
PGR icon

Milestone Investment Advisors’s Progressive PGR Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-450
Closed -$62.7K – 353
2023
Q3 		$62.7K Buy
+450
New +$59.2K 0.02% 180
2023
Q2 		– Sell
-450
Closed -$64.4K – 349
2023
Q1 		$64.4K Buy
+450
New +$62K 0.02% 182

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Milestone Investment Advisors's PGR Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Progressive (PGR) in Q4 2023, closing a stake of 450 shares — an estimated $62.7K sold.

Milestone Investment Advisors first reported a position in PGR in Q1 2023 and held it in 2 quarters. The position peaked at $64.4K in Q1 2023. 1,326 funds tracked by Wall St. Rank hold PGR as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Progressive position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 450 Progressive shares in Q4 2023, an estimated $62.7K.
  • Milestone Investment Advisors first reported a position in Progressive in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Progressive position peaked at $64.4K in Q1 2023.
  • 1,326 funds tracked by Wall St. Rank held Progressive as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.