New Jersey Better Educational Savings Trust’s Progressive PGR Stock Holding History

New Jersey Better Educational Savings Trust’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
2024 Q2	–	Sell	-1,500	Closed	-$310K	–	78
2024 Q1	$310K	Hold	1,500	–	–	0.59%	51
2023 Q4	$239K	Hold	1,500	–	–	0.5%	68
2023 Q3	$209K	Buy	+1,500	New	+$197K	0.51%	74
2023 Q2	–	Sell	-1,500	Closed	-$215K	–	85
2023 Q1	$215K	Buy	+1,500	New	+$207K	0.58%	70

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New Jersey Better Educational Savings Trust's PGR Position: Q2 2024 in Review

New Jersey Better Educational Savings Trust sold out of Progressive (PGR) in Q2 2024, closing a stake of 1,500 shares — an estimated $310K sold.

New Jersey Better Educational Savings Trust first reported a position in PGR in Q1 2023 and held it in 4 quarters. The position peaked at $310K in Q1 2024. 1,523 funds tracked by Wall St. Rank hold PGR as of Q2 2024.

New Jersey Better Educational Savings Trust reported no remaining Progressive position as of Q2 2024 after selling out during the quarter.
New Jersey Better Educational Savings Trust sold 1,500 Progressive shares in Q2 2024, an estimated $310K.
New Jersey Better Educational Savings Trust first reported a position in Progressive in Q1 2023 and held it in 4 quarters.
New Jersey Better Educational Savings Trust's Progressive position peaked at $310K in Q1 2024.
1,523 funds tracked by Wall St. Rank held Progressive as of Q2 2024.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q2 2024, filed 6 Aug 2024.