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Tacita Capital’s Progressive PGR Stock Holding History

Tacita Capital’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
-1,048
Closed -$100K – 196
2021
Q3 		$95K Sell
1,048
-555
-35% -$52.9K 0.06% 105
2021
Q2 		$157K Hold
1,603
– – 0.09% 91
2021
Q1 		$153K Buy
1,603
+555
+53% +$50.4K 0.1% 99
2020
Q4 		$104K Buy
+1,048
New +$99.1K 0.07% 103

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

Tacita Capital's PGR Position: Q4 2021 in Review

Tacita Capital sold out of Progressive (PGR) in Q4 2021, closing a stake of 1,048 shares — an estimated $100K sold.

Tacita Capital first reported a position in PGR in Q4 2020 and held it in 4 quarters. The position peaked at $157K in Q2 2021. 1,056 funds tracked by Wall St. Rank hold PGR as of Q4 2021.

  • Tacita Capital reported no remaining Progressive position as of Q4 2021 after selling out during the quarter.
  • Tacita Capital sold 1,048 Progressive shares in Q4 2021, an estimated $100K.
  • Tacita Capital first reported a position in Progressive in Q4 2020 and held it in 4 quarters.
  • Tacita Capital's Progressive position peaked at $157K in Q2 2021.
  • 1,056 funds tracked by Wall St. Rank held Progressive as of Q4 2021.

Based on Tacita Capital's 13F filing for Q4 2021, filed 11 Feb 2022.