MinichMacGregor Wealth Management’s Progressive PGR Stock Holding History

MinichMacGregor Wealth 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
2023 Q1	–	Sell	-197	Closed	-$25.6K	–	483
2022 Q4	$25.6K	Buy	+197	New	+$25K	0.01%	265
2018 Q4	–	Sell	-197	Closed	-$13K	–	380
2018 Q3	$13K	Hold	197	–	–	0.01%	289
2018 Q2	$11K	Sell	197 -14	-7%	-$857	0.01%	293
2018 Q1	$12K	Hold	211	–	–	0.01%	283
2017 Q4	$11K	Hold	211	–	–	0.01%	289
2017 Q3	$10K	Hold	211	–	–	0.01%	288
2017 Q2	$9K	Buy	+211	New	+$8.76K	0.01%	292

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MinichMacGregor Wealth Management's PGR Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Progressive (PGR) in Q1 2023, closing a stake of 197 shares — an estimated $25.6K sold.

MinichMacGregor Wealth Management first reported a position in PGR in Q2 2017 and held it in 7 quarters. The position peaked at $25.6K in Q4 2022. 1,187 funds tracked by Wall St. Rank hold PGR as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Progressive position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 197 Progressive shares in Q1 2023, an estimated $25.6K.
MinichMacGregor Wealth Management first reported a position in Progressive in Q2 2017 and held it in 7 quarters.
MinichMacGregor Wealth Management's Progressive position peaked at $25.6K in Q4 2022.
1,187 funds tracked by Wall St. Rank held Progressive as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.