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Mountain Road Advisors’s Progressive PGR Stock Holding History

Mountain Road 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
2020
Q3 		$4.07M Sell
45,000
-30,000
-40% -$2.7M 3.59% 11
2020
Q2 		$6.01M Buy
75,000
+55,000
+275% +$4.29M 5.73% 9
2020
Q1 		$1.48M Buy
20,000
+5,000
+33% +$385K 5.04% 7
2019
Q4 		$1.09M Buy
+15,000
New +$1.08M 1.84% 15

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mountain Road Advisors's PGR Position: Q3 2020 in Review

Mountain Road Advisors reduced its Progressive (PGR) stake by 40% in Q3 2020, selling an estimated $2.7M and leaving 45,000 shares worth $4.07M. The position accounts for 3.59% of the portfolio, ranked #11.

Mountain Road Advisors first reported a position in PGR in Q4 2019 and has held it in 4 quarters since. The position peaked at $6.01M in Q2 2020. 951 funds tracked by Wall St. Rank hold PGR as of Q3 2020.

  • Mountain Road Advisors held 45,000 shares of Progressive worth $4.07M as of Q3 2020.
  • Mountain Road Advisors sold 30,000 Progressive shares in Q3 2020, an estimated $2.7M.
  • Progressive made up 3.59% of Mountain Road Advisors's portfolio in Q3 2020, its #11 holding.
  • Mountain Road Advisors first reported a position in Progressive in Q4 2019 and has held it in 4 quarters since.
  • Mountain Road Advisors's Progressive position peaked at $6.01M in Q2 2020.
  • 951 funds tracked by Wall St. Rank held Progressive as of Q3 2020.

Based on Mountain Road Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.