SIAG
PGR icon

Safeguard Investment Advisory Group’s Progressive PGR Stock Holding History

Safeguard Investment Advisory 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 		– Sell
-109
Closed -$10K – 521
2020
Q4 		$10K Buy
+109
New +$10.3K 0.01% 416

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

Safeguard Investment Advisory Group's PGR Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Progressive (PGR) in Q1 2021, closing a stake of 109 shares — an estimated $10K sold.

Safeguard Investment Advisory Group first reported a position in PGR in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 993 funds tracked by Wall St. Rank hold PGR as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Progressive position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 109 Progressive shares in Q1 2021, an estimated $10K.
  • Safeguard Investment Advisory Group first reported a position in Progressive in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Progressive position peaked at $10K in Q4 2020.
  • 993 funds tracked by Wall St. Rank held Progressive as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.