Rockbridge Investment Management’s Progressive PGR Stock Holding History

Rockbridge Investment 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
2022 Q2	–	Sell	-180	Closed	-$20.7K	–	755
2022 Q1	$20.7K	Hold	180	–	–	﹤0.01%	413
2021 Q4	$18K	Hold	180	–	–	﹤0.01%	494
2021 Q3	$16K	Hold	180	–	–	﹤0.01%	470
2021 Q2	$18K	Hold	180	–	–	﹤0.01%	451
2021 Q1	$17K	Hold	180	–	–	﹤0.01%	440
2020 Q4	$18K	Sell	180 -31	-15%	-$2.93K	﹤0.01%	427
2020 Q3	$20K	Hold	211	–	–	﹤0.01%	385
2020 Q2	$17K	Buy	+211	New	+$16.5K	﹤0.01%	364

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Rockbridge Investment Management's PGR Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Progressive (PGR) in Q2 2022, closing a stake of 180 shares — an estimated $20.7K sold.

Rockbridge Investment Management first reported a position in PGR in Q2 2020 and held it in 8 quarters. The position peaked at $20.7K in Q1 2022. 1,082 funds tracked by Wall St. Rank hold PGR as of Q2 2022.

Rockbridge Investment Management reported no remaining Progressive position as of Q2 2022 after selling out during the quarter.
Rockbridge Investment Management sold 180 Progressive shares in Q2 2022, an estimated $20.7K.
Rockbridge Investment Management first reported a position in Progressive in Q2 2020 and held it in 8 quarters.
Rockbridge Investment Management's Progressive position peaked at $20.7K in Q1 2022.
1,082 funds tracked by Wall St. Rank held Progressive as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.