Security National Trust’s Progressive PGR Stock Holding History

Security National Trust’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 Q3	$59K	Hold	600	–	–	0.01%	250
2021 Q2	$59K	Hold	600	–	–	0.01%	259
2021 Q1	$57K	Hold	600	–	–	0.01%	256
2020 Q4	$59K	Hold	600	–	–	0.01%	249
2020 Q3	$57K	Buy	+600	New	+$53.9K	0.02%	243
2020 Q2	–	Sell	-414	Closed	-$31K	–	459
2020 Q1	$31K	Buy	+414	New	+$31.9K	0.01%	274
2016 Q1	–	Sell	-15	Closed	–	–	478
2015 Q4	$0	Buy	+15	New	+$477	﹤0.01%	496

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Security National Trust's PGR Position: Q3 2021 in Review

Security National Trust held its Progressive (PGR) position steady in Q3 2021 at 600 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #250.

Security National Trust first reported a position in PGR in Q4 2015 and has held it in 7 quarters since. 984 funds tracked by Wall St. Rank hold PGR as of Q3 2021.

Security National Trust held 600 shares of Progressive worth $59K as of Q3 2021.
Security National Trust left its Progressive share count unchanged in Q3 2021.
Progressive made up 0.01% of Security National Trust's portfolio in Q3 2021, its #250 holding.
Security National Trust first reported a position in Progressive in Q4 2015 and has held it in 7 quarters since.
984 funds tracked by Wall St. Rank held Progressive as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.