Te Ahumairangi Investment Management’s Progressive PGR Stock Holding History

Te Ahumairangi Investment 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 Q1	–	Sell	-5,571	Closed	-$572K	–	103
2021 Q4	$572K	Sell	5,571 -25,300	-82%	-$2.42M	0.07%	95
2021 Q3	$2.79M	Sell	30,871 -19,222	-38%	-$1.83M	0.38%	79
2021 Q2	$4.92M	Sell	50,093 -5,900	-11%	-$584K	0.64%	68
2021 Q1	$5.35M	Buy	55,993 +13,700	+32%	+$1.24M	0.69%	61
2020 Q4	$4.18M	Buy	42,293 +17,800	+73%	+$1.68M	0.58%	70
2020 Q3	$2.32M	Buy	+24,493	New	+$2.2M	0.4%	78

Other funds holding PGR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Te Ahumairangi Investment Management's PGR Position: Q1 2022 in Review

Te Ahumairangi Investment Management sold out of Progressive (PGR) in Q1 2022, closing a stake of 5,571 shares — an estimated $572K sold.

Te Ahumairangi Investment Management first reported a position in PGR in Q3 2020 and held it in 6 quarters. The position peaked at $5.35M in Q1 2021. 1,068 funds tracked by Wall St. Rank hold PGR as of Q1 2022.

Te Ahumairangi Investment Management reported no remaining Progressive position as of Q1 2022 after selling out during the quarter.
Te Ahumairangi Investment Management sold 5,571 Progressive shares in Q1 2022, an estimated $572K.
Te Ahumairangi Investment Management first reported a position in Progressive in Q3 2020 and held it in 6 quarters.
Te Ahumairangi Investment Management's Progressive position peaked at $5.35M in Q1 2021.
1,068 funds tracked by Wall St. Rank held Progressive as of Q1 2022.

Based on Te Ahumairangi Investment Management's 13F filing for Q1 2022, filed 13 May 2022.