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Simplicity Solutions’s Progressive PGR Stock Holding History

Simplicity Solutions’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
2023
Q4 		$1.85M Buy
11,607
+269
+2% +$42.1K 0.05% 310
2023
Q3 		$1.58M Sell
11,338
-811
-7% -$107K 0.05% 326
2023
Q2 		$1.61M Buy
12,149
+1,161
+11% +$156K 0.04% 365
2023
Q1 		$1.57M Buy
10,988
+4,888
+80% +$674K 0.04% 364
2022
Q4 		$791K Buy
6,100
+69
+1% +$8.74K 0.11% 243
2022
Q3 		$701K Buy
6,031
+1,085
+22% +$131K 0.1% 246
2022
Q2 		$575K Buy
4,946
+536
+12% +$60.8K 0.07% 279
2022
Q1 		$503K Sell
4,410
-2,162
-33% -$234K 0.06% 304
2021
Q4 		$674K Buy
6,572
+3,252
+98% +$310K 0.08% 317
2021
Q3 		$300K Sell
3,320
-2,749
-45% -$262K 0.05% 437
2021
Q2 		$597K Buy
6,069
+353
+6% +$34.9K 0.12% 188
2021
Q1 		$546K Sell
5,716
-7,020
-55% -$638K 0.12% 182
2020
Q4 		$1.26M Sell
12,736
-223
-2% -$21.1K 0.02% 487
2020
Q3 		$1.23M Sell
12,959
-5,858
-31% -$526K 0.02% 435
2020
Q2 		$1.51M Buy
18,817
+3,364
+22% +$263K 0.03% 362
2020
Q1 		$1.14M Buy
+15,453
New +$1.19M 0.04% 319
2019
Q2 		– Sell
-7,199
Closed -$519K – 808
2019
Q1 		$519K Buy
7,199
+1,009
+16% +$69.1K 0.03% 391
2018
Q4 		$373K Buy
+6,190
New +$412K 0.05% 382

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simplicity Solutions's PGR Position: Q4 2023 in Review

Simplicity Solutions increased its Progressive (PGR) stake by 2.4% in Q4 2023, buying an estimated $42.1K and bringing the position to 11,607 shares worth $1.85M. The position accounts for 0.05% of the portfolio, ranked #310.

Simplicity Solutions first reported a position in PGR in Q4 2018 and has held it in 18 quarters since. 1,326 funds tracked by Wall St. Rank hold PGR as of Q4 2023.

  • Simplicity Solutions held 11,607 shares of Progressive worth $1.85M as of Q4 2023.
  • Simplicity Solutions bought 269 Progressive shares in Q4 2023, an estimated $42.1K.
  • Progressive made up 0.05% of Simplicity Solutions's portfolio in Q4 2023, its #310 holding.
  • Simplicity Solutions first reported a position in Progressive in Q4 2018 and has held it in 18 quarters since.
  • 1,326 funds tracked by Wall St. Rank held Progressive as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.