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Palisades Hudson Asset Management’s Progressive PGR Stock Holding History

Palisades Hudson Asset 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
2019
Q1 		– Sell
-3,973
Closed -$240K – 109
2018
Q4 		$240K Sell
3,973
-1,064
-21% -$70.8K 0.14% 94
2018
Q3 		$358K Hold
5,037
– – 0.18% 74
2018
Q2 		$298K Hold
5,037
– – 0.16% 86
2018
Q1 		$307K Hold
5,037
– – 0.17% 85
2017
Q4 		$284K Hold
5,037
– – 0.16% 88
2017
Q3 		$244K Hold
5,037
– – 0.14% 96
2017
Q2 		$222K Buy
+5,037
New +$209K 0.13% 104

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Palisades Hudson Asset Management's PGR Position: Q1 2019 in Review

Palisades Hudson Asset Management sold out of Progressive (PGR) in Q1 2019, closing a stake of 3,973 shares — an estimated $240K sold.

Palisades Hudson Asset Management first reported a position in PGR in Q2 2017 and held it in 7 quarters. The position peaked at $358K in Q3 2018. 883 funds tracked by Wall St. Rank hold PGR as of Q1 2019.

  • Palisades Hudson Asset Management reported no remaining Progressive position as of Q1 2019 after selling out during the quarter.
  • Palisades Hudson Asset Management sold 3,973 Progressive shares in Q1 2019, an estimated $240K.
  • Palisades Hudson Asset Management first reported a position in Progressive in Q2 2017 and held it in 7 quarters.
  • Palisades Hudson Asset Management's Progressive position peaked at $358K in Q3 2018.
  • 883 funds tracked by Wall St. Rank held Progressive as of Q1 2019.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2019, filed 23 Apr 2019.