SLF
PGR icon

Sun Life Financial’s Progressive PGR Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-347
Closed -$33K – 387
2021
Q1 		$33K Hold
347
– – ﹤0.01% 209
2020
Q4 		$34K Sell
347
-4
-1% -$378 ﹤0.01% 201
2020
Q3 		$33K Sell
351
-8,737
-96% -$785K 0.01% 196
2020
Q2 		$728K Buy
9,088
+195
+2% +$15.2K 0.14% 51
2020
Q1 		$657K Buy
8,893
+8,548
+2,478% +$659K 0.17% 40
2019
Q4 		$25K Sell
345
-134
-28% -$9.66K 0.01% 200
2019
Q3 		$37K Buy
479
+6
+1% +$472 0.01% 325
2019
Q2 		$38K Sell
473
-521
-52% -$40.3K 0.01% 317
2019
Q1 		$72K Sell
994
-616
-38% -$42.2K 0.02% 313
2018
Q4 		$97K Buy
1,610
+6
+0.4% +$399 0.02% 296
2018
Q3 		$114K Buy
1,604
+26
+2% +$1.67K 0.02% 318
2018
Q2 		$93K Buy
1,578
+1,416
+874% +$86.7K 0.01% 334
2018
Q1 		$2.65K Sell
162
-1,111
-87% -$63.4K 0.02% 184
2017
Q4 		$72K Sell
1,273
-3,012
-70% -$156K 0.01% 223
2017
Q3 		$207K Buy
4,285
+37
+0.9% +$1.73K 0.02% 224
2017
Q2 		$187K Buy
4,248
+4,236
+35,300% +$176K 0.02% 239
2017
Q1 		$314 Buy
12
+1
+9% +$38 ﹤0.01% 216
2016
Q4 		$311 Buy
+11
New +$364 ﹤0.01% 164

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sun Life Financial's PGR Position: Q2 2021 in Review

Sun Life Financial sold out of Progressive (PGR) in Q2 2021, closing a stake of 347 shares — an estimated $33K sold.

Sun Life Financial first reported a position in PGR in Q4 2016 and held it in 18 quarters. The position peaked at $728K in Q2 2020. 1,002 funds tracked by Wall St. Rank hold PGR as of Q2 2021.

  • Sun Life Financial reported no remaining Progressive position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 347 Progressive shares in Q2 2021, an estimated $33K.
  • Sun Life Financial first reported a position in Progressive in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Progressive position peaked at $728K in Q2 2020.
  • 1,002 funds tracked by Wall St. Rank held Progressive as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.