Richard W. Paul & Associates’s Progressive PGR Stock Holding History

Richard W. Paul & Associates’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	-56	Closed	-$11.6K	–	522
2024 Q1	$11.6K	Hold	56	–	–	﹤0.01%	308
2023 Q4	$8.92K	Hold	56	–	–	﹤0.01%	310
2023 Q3	$7.8K	Hold	56	–	–	﹤0.01%	310
2023 Q2	$7.41K	Hold	56	–	–	﹤0.01%	340
2023 Q1	$8.01K	Hold	56	–	–	﹤0.01%	338
2022 Q4	$7.26K	Buy	+56	New	+$7.1K	﹤0.01%	343

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

Richard W. Paul & Associates's PGR Position: Q2 2024 in Review

Richard W. Paul & Associates sold out of Progressive (PGR) in Q2 2024, closing a stake of 56 shares — an estimated $11.6K sold.

Richard W. Paul & Associates first reported a position in PGR in Q4 2022 and held it in 6 quarters. The position peaked at $11.6K in Q1 2024. 1,523 funds tracked by Wall St. Rank hold PGR as of Q2 2024.

Richard W. Paul & Associates reported no remaining Progressive position as of Q2 2024 after selling out during the quarter.
Richard W. Paul & Associates sold 56 Progressive shares in Q2 2024, an estimated $11.6K.
Richard W. Paul & Associates first reported a position in Progressive in Q4 2022 and held it in 6 quarters.
Richard W. Paul & Associates's Progressive position peaked at $11.6K in Q1 2024.
1,523 funds tracked by Wall St. Rank held Progressive as of Q2 2024.

Based on Richard W. Paul & Associates's 13F filing for Q2 2024, filed 23 Jul 2024.