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Rikoon Group’s Progressive PGR Stock Holding History

Rikoon Group’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
2021
Q1 		$461K Sell
4,819
-862
-15% -$78.3K 0.12% 144
2020
Q4 		$562K Sell
5,681
-31
-0.5% -$2.93K 0.16% 131
2020
Q3 		$541K Sell
5,712
-724
-11% -$65.1K 0.17% 118
2020
Q2 		$516K Buy
6,436
+3,667
+132% +$286K 0.17% 115
2020
Q1 		$204K Buy
+2,769
New +$213K 0.08% 173

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rikoon Group's PGR Position: Q1 2021 in Review

Rikoon Group reduced its Progressive (PGR) stake by 15% in Q1 2021, selling an estimated $78.3K and leaving 4,819 shares worth $461K. The position accounts for 0.12% of the portfolio, ranked #144.

Rikoon Group first reported a position in PGR in Q1 2020 and has held it in 5 quarters since. The position peaked at $562K in Q4 2020. 993 funds tracked by Wall St. Rank hold PGR as of Q1 2021.

  • Rikoon Group held 4,819 shares of Progressive worth $461K as of Q1 2021.
  • Rikoon Group sold 862 Progressive shares in Q1 2021, an estimated $78.3K.
  • Progressive made up 0.12% of Rikoon Group's portfolio in Q1 2021, its #144 holding.
  • Rikoon Group first reported a position in Progressive in Q1 2020 and has held it in 5 quarters since.
  • Rikoon Group's Progressive position peaked at $562K in Q4 2020.
  • 993 funds tracked by Wall St. Rank held Progressive as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.