Sutton Wealth Advisors’s Progressive PGR Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$28.1K	Sell	202 -75	-27%	-$9.87K	0.01%	305
2023 Q2	$36.7K	Hold	277	–	–	0.02%	268
2023 Q1	$39.6K	Sell	277 -3,977	-93%	-$548K	0.02%	227
2022 Q4	$552K	Hold	4,254	–	–	0.21%	76
2022 Q3	$494K	Hold	4,254	–	–	0.2%	80
2022 Q2	$495K	Buy	4,254 +29	+0.7%	+$3.29K	0.2%	82
2022 Q1	$482K	Buy	4,225 +29	+0.7%	+$3.14K	0.17%	92
2021 Q4	$431K	Buy	4,196 +6	+0.1%	+$573	0.14%	100
2021 Q3	$379K	Sell	4,190 -17	-0.4%	-$1.62K	0.14%	111
2021 Q2	$413K	Hold	4,207	–	–	0.15%	105
2021 Q1	$402K	Sell	4,207 -8	-0.2%	-$727	0.16%	102
2020 Q4	$417K	Buy	4,215 +8	+0.2%	+$757	0.18%	94
2020 Q3	$398K	Buy	4,207 +9	+0.2%	+$809	0.19%	90
2020 Q2	$336K	Sell	4,198 -45	-1%	-$3.51K	0.18%	100
2020 Q1	$313K	Buy	4,243 +77	+2%	+$5.93K	0.2%	91
2019 Q4	$302K	Hold	4,166	–	–	0.15%	109
2019 Q3	$322K	Hold	4,166	–	–	0.18%	96
2019 Q2	$333K	Sell	4,166 -5	-0.1%	-$387	0.19%	93
2019 Q1	$301K	Hold	4,171	–	–	0.18%	105
2018 Q4	$252K	Hold	4,171	–	–	0.16%	104
2018 Q3	$296K	Hold	4,171	–	–	0.19%	92
2018 Q2	$247K	Hold	4,171	–	–	0.17%	100
2018 Q1	$254K	Hold	4,171	–	–	0.18%	98
2017 Q4	$235K	Sell	4,171 -2	-0%	-$103	0.17%	108
2017 Q3	$202K	Hold	4,173	–	–	0.15%	116
2017 Q2	$184K	Hold	4,173	–	–	0.15%	123
2017 Q1	$163K	Hold	4,173	–	–	0.14%	129
2016 Q4	$148K	Hold	4,173	–	–	0.13%	136
2016 Q3	$131K	Hold	4,173	–	–	0.12%	145
2016 Q2	$140K	Hold	4,173	–	–	0.13%	135
2016 Q1	$147K	Buy	+4,173	New	+$133K	0.14%	127

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sutton Wealth Advisors's PGR Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Progressive (PGR) stake by 27% in Q3 2023, selling an estimated $9.87K and leaving 202 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #305.

Sutton Wealth Advisors first reported a position in PGR in Q1 2016 and has held it in 31 quarters since. The position peaked at $552K in Q4 2022. 1,171 funds tracked by Wall St. Rank hold PGR as of Q3 2023.

Sutton Wealth Advisors held 202 shares of Progressive worth $28.1K as of Q3 2023.
Sutton Wealth Advisors sold 75 Progressive shares in Q3 2023, an estimated $9.87K.
Progressive made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #305 holding.
Sutton Wealth Advisors first reported a position in Progressive in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Progressive position peaked at $552K in Q4 2022.
1,171 funds tracked by Wall St. Rank held Progressive as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.