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Squar Milner Financial Services’s Progressive PGR Stock Holding History

Squar Milner Financial 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
Q1 		– Sell
-20
Closed -$1K – 841
2019
Q4 		$1K Buy
+20
New +$1.44K ﹤0.01% 800
2018
Q3 		– Sell
-720
Closed -$43K – 836
2018
Q2 		$43K Buy
+720
New +$44.1K 0.04% 354

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Squar Milner Financial Services's PGR Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Progressive (PGR) in Q1 2020, closing a stake of 20 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in PGR in Q2 2018 and held it in 2 quarters. The position peaked at $43K in Q2 2018. 882 funds tracked by Wall St. Rank hold PGR as of Q1 2020.

  • Squar Milner Financial Services reported no remaining Progressive position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 20 Progressive shares in Q1 2020, an estimated $1K.
  • Squar Milner Financial Services first reported a position in Progressive in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's Progressive position peaked at $43K in Q2 2018.
  • 882 funds tracked by Wall St. Rank held Progressive as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.