SFP
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Sterling Financial Planning’s Progressive PGR Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-446
Closed -$40K – 301
2021
Q3 		$40K Hold
446
– – 0.03% 205
2021
Q2 		$44K Buy
446
+400
+870% +$39.6K 0.03% 175
2021
Q1 		$4K Hold
46
– – ﹤0.01% 341
2020
Q4 		$5K Buy
+46
New +$4.35K ﹤0.01% 304

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sterling Financial Planning's PGR Position: Q4 2021 in Review

Sterling Financial Planning sold out of Progressive (PGR) in Q4 2021, closing a stake of 446 shares — an estimated $40K sold.

Sterling Financial Planning first reported a position in PGR in Q4 2020 and held it in 4 quarters. The position peaked at $44K in Q2 2021. 1,056 funds tracked by Wall St. Rank hold PGR as of Q4 2021.

  • Sterling Financial Planning reported no remaining Progressive position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 446 Progressive shares in Q4 2021, an estimated $40K.
  • Sterling Financial Planning first reported a position in Progressive in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Progressive position peaked at $44K in Q2 2021.
  • 1,056 funds tracked by Wall St. Rank held Progressive as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.