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Newfound Research’s Progressive PGR Stock Holding History

Newfound Research’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
2018
Q1 		– Sell
-4
Closed – – 235
2017
Q4 		$0 Hold
4
– – ﹤0.01% 219
2017
Q3 		$0 Hold
4
– – ﹤0.01% 217
2017
Q2 		$0 Hold
4
– – ﹤0.01% 209
2017
Q1 		$0 Buy
4
+1
+33% +$38 ﹤0.01% 207
2016
Q4 		$0 Hold
3
– – ﹤0.01% 173
2016
Q3 		$0 Buy
+3
New +$98 ﹤0.01% 175

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Newfound Research's PGR Position: Q1 2018 in Review

Newfound Research sold out of Progressive (PGR) in Q1 2018, closing a stake of 4 shares.

Newfound Research first reported a position in PGR in Q3 2016 and held it in 6 quarters. The position peaked at $0 in Q4 2017. 722 funds tracked by Wall St. Rank hold PGR as of Q1 2018.

  • Newfound Research reported no remaining Progressive position as of Q1 2018 after selling out during the quarter.
  • Newfound Research sold 4 Progressive shares in Q1 2018.
  • Newfound Research first reported a position in Progressive in Q3 2016 and held it in 6 quarters.
  • Newfound Research's Progressive position peaked at $0 in Q4 2017.
  • 722 funds tracked by Wall St. Rank held Progressive as of Q1 2018.

Based on Newfound Research's 13F filing for Q1 2018, filed 3 May 2018.