Standard Family Office’s Progressive PGR Stock Holding History

Standard Family Office’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
2022 Q4	–	Sell	-24	Closed	-$3K	–	331
2022 Q3	$3K	Buy	+24	New	+$2.89K	﹤0.01%	359
2021 Q3	–	Sell	-583	Closed	-$57K	–	398
2021 Q2	$57K	Hold	583	–	–	0.01%	227
2021 Q1	$56K	Sell	583 -783	-57%	-$71.1K	0.01%	255
2020 Q4	$135K	Buy	+1,366	New	+$129K	0.03%	161

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Standard Family Office's PGR Position: Q4 2022 in Review

Standard Family Office sold out of Progressive (PGR) in Q4 2022, closing a stake of 24 shares — an estimated $3K sold.

Standard Family Office first reported a position in PGR in Q4 2020 and held it in 4 quarters. The position peaked at $135K in Q4 2020. 1,171 funds tracked by Wall St. Rank hold PGR as of Q4 2022.

Standard Family Office reported no remaining Progressive position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 24 Progressive shares in Q4 2022, an estimated $3K.
Standard Family Office first reported a position in Progressive in Q4 2020 and held it in 4 quarters.
Standard Family Office's Progressive position peaked at $135K in Q4 2020.
1,171 funds tracked by Wall St. Rank held Progressive as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.