Sugarloaf Wealth Management’s Progressive PGR Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$3.83M	Sell	15,965 -2,776	-15%	-$699K	0.72%	25
2024 Q3	$4.76M	Sell	18,741 -352	-2%	-$81.8K	0.9%	17
2024 Q2	$3.97M	Sell	19,093 -52	-0.3%	-$10.9K	0.8%	21
2024 Q1	$3.96M	Buy	19,145 +303	+2%	+$56.2K	0.82%	18
2023 Q4	$3M	Buy	18,842 +390	+2%	+$61.1K	0.72%	29
2023 Q3	$2.57M	Buy	18,452 +598	+3%	+$78.7K	0.65%	31
2023 Q2	$2.36M	Buy	17,854 +1,885	+12%	+$253K	0.55%	31
2023 Q1	$2.28M	Buy	+15,969	New	+$2.2M	0.56%	31

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's PGR Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Progressive (PGR) stake by 15% in Q4 2024, selling an estimated $699K and leaving 15,965 shares worth $3.83M. The position accounts for 0.72% of the portfolio, ranked #25.

Sugarloaf Wealth Management first reported a position in PGR in Q1 2023 and has held it in 8 quarters since. The position peaked at $4.76M in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q4 2024.

Sugarloaf Wealth Management held 15,965 shares of Progressive worth $3.83M as of Q4 2024.
Sugarloaf Wealth Management sold 2,776 Progressive shares in Q4 2024, an estimated $699K.
Progressive made up 0.72% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #25 holding.
Sugarloaf Wealth Management first reported a position in Progressive in Q1 2023 and has held it in 8 quarters since.
Sugarloaf Wealth Management's Progressive position peaked at $4.76M in Q3 2024.
1,761 funds tracked by Wall St. Rank held Progressive as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.