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Sonora Investment Management’s Progressive PGR Stock Holding History

Sonora 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
2020
Q3 		– Sell
-12
Closed -$1K – 1851
2020
Q2 		$1K Buy
+12
New +$937 ﹤0.01% 1684
2020
Q1 		– Sell
-450
Closed -$33K – 1721
2019
Q4 		$33K Hold
450
– – ﹤0.01% 659
2019
Q3 		$35K Sell
450
-52
-10% -$4.09K ﹤0.01% 636
2019
Q2 		$40K Buy
+502
New +$38.8K ﹤0.01% 613
2016
Q3 		– Sell
-2,899
Closed -$97.1K – 870
2016
Q2 		$97.1K Hold
2,899
– – 0.02% 199
2016
Q1 		$95.3K Hold
2,899
– – 0.02% 206
2015
Q4 		$92K Sell
2,899
-160
-5% -$5.08K 0.02% 169
2015
Q3 		$90K Buy
+3,059
New +$92.4K 0.03% 153

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sonora Investment Management's PGR Position: Q3 2020 in Review

Sonora Investment Management sold out of Progressive (PGR) in Q3 2020, closing a stake of 12 shares — an estimated $1K sold.

Sonora Investment Management first reported a position in PGR in Q3 2015 and held it in 8 quarters. The position peaked at $97.1K in Q2 2016. 951 funds tracked by Wall St. Rank hold PGR as of Q3 2020.

  • Sonora Investment Management reported no remaining Progressive position as of Q3 2020 after selling out during the quarter.
  • Sonora Investment Management sold 12 Progressive shares in Q3 2020, an estimated $1K.
  • Sonora Investment Management first reported a position in Progressive in Q3 2015 and held it in 8 quarters.
  • Sonora Investment Management's Progressive position peaked at $97.1K in Q2 2016.
  • 951 funds tracked by Wall St. Rank held Progressive as of Q3 2020.

Based on Sonora Investment Management's 13F filing for Q3 2020, filed 26 Oct 2020.