Shine Investment Advisory Services’s Progressive PGR Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$71K	Sell	755 -19	-2%	-$1.71K	0.02%	241
2020 Q2	$62K	Hold	774	–	–	0.02%	252
2020 Q1	$57K	Buy	774 +27	+4%	+$2.08K	0.03%	250
2019 Q4	$54K	Sell	747 -133	-15%	-$9.59K	0.02%	303
2019 Q3	$68K	Buy	880 +96	+12%	+$7.55K	0.03%	251
2019 Q2	$63K	Sell	784 -38	-5%	-$2.94K	0.03%	263
2019 Q1	$59K	Hold	822	–	–	0.03%	274
2018 Q4	$50K	Sell	822 -16	-2%	-$1.06K	0.02%	281
2018 Q3	$60K	Sell	838 -109	-12%	-$7.01K	0.03%	272
2018 Q2	$56K	Sell	947 -26	-3%	-$1.59K	0.03%	288
2018 Q1	$59K	Buy	973 +32	+3%	+$1.83K	0.03%	268
2017 Q4	$53K	Sell	941 -2	-0.2%	-$103	0.03%	298
2017 Q3	$46K	Sell	943 -26	-3%	-$1.22K	0.02%	315
2017 Q2	$43K	Buy	+969	New	+$40.2K	0.02%	306

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shine Investment Advisory Services's PGR Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Progressive (PGR) stake by 2.5% in Q3 2020, selling an estimated $1.71K and leaving 755 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #241.

Shine Investment Advisory Services first reported a position in PGR in Q2 2017 and has held it in 14 quarters since. 951 funds tracked by Wall St. Rank hold PGR as of Q3 2020.

Shine Investment Advisory Services held 755 shares of Progressive worth $71K as of Q3 2020.
Shine Investment Advisory Services sold 19 Progressive shares in Q3 2020, an estimated $1.71K.
Progressive made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #241 holding.
Shine Investment Advisory Services first reported a position in Progressive in Q2 2017 and has held it in 14 quarters since.
951 funds tracked by Wall St. Rank held Progressive as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.