Sustainable Insight Capital Management’s Progressive PGR Stock Holding History

Sustainable Insight Capital 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
2022 Q2	–	Sell	-2,697	Closed	-$307K	–	147
2022 Q1	$307K	Sell	2,697 -28	-1%	-$3.03K	0.22%	75
2021 Q4	$280K	Sell	2,725 -403	-13%	-$38.5K	0.15%	89
2021 Q3	$283K	Buy	+3,128	New	+$298K	0.18%	84
2020 Q1	$1.97M	Sell	26,700 -12,600	-32%	-$971K	2.75%	13
2019 Q4	$2.85M	Sell	39,300 -3,400	-8%	-$245K	2.93%	21
2019 Q3	$3.3M	Buy	42,700 +4,200	+11%	+$330K	3.77%	13
2019 Q2	$3.08M	Buy	+38,500	New	+$2.98M	3.58%	14
2018 Q3	–	Sell	-180,531	Closed	-$10.7M	–	85
2018 Q2	$10.7M	Buy	180,531 +24,731	+16%	+$1.51M	4.07%	6
2018 Q1	$9.49M	Buy	155,800 +9,600	+7%	+$548K	3.77%	11
2017 Q4	$8.23M	Buy	+146,200	New	+$7.56M	3.12%	17

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sustainable Insight Capital Management's PGR Position: Q2 2022 in Review

Sustainable Insight Capital Management sold out of Progressive (PGR) in Q2 2022, closing a stake of 2,697 shares — an estimated $307K sold.

Sustainable Insight Capital Management first reported a position in PGR in Q4 2017 and held it in 10 quarters. The position peaked at $10.7M in Q2 2018. 1,083 funds tracked by Wall St. Rank hold PGR as of Q2 2022.

Sustainable Insight Capital Management reported no remaining Progressive position as of Q2 2022 after selling out during the quarter.
Sustainable Insight Capital Management sold 2,697 Progressive shares in Q2 2022, an estimated $307K.
Sustainable Insight Capital Management first reported a position in Progressive in Q4 2017 and held it in 10 quarters.
Sustainable Insight Capital Management's Progressive position peaked at $10.7M in Q2 2018.
1,083 funds tracked by Wall St. Rank held Progressive as of Q2 2022.

Based on Sustainable Insight Capital Management's 13F filing for Q2 2022, filed 8 Aug 2022.