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Thomas J. Herzfeld Advisors’s Progressive PGR Stock Holding History

Thomas J. Herzfeld 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
2024
Q3 		– Sell
-17
Closed -$3.53K – 226
2024
Q2 		$3.53K Buy
+17
New +$3.56K ﹤0.01% 169

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thomas J. Herzfeld Advisors's PGR Position: Q3 2024 in Review

Thomas J. Herzfeld Advisors sold out of Progressive (PGR) in Q3 2024, closing a stake of 17 shares — an estimated $3.53K sold.

Thomas J. Herzfeld Advisors first reported a position in PGR in Q2 2024 and held it in 1 quarter. The position peaked at $3.53K in Q2 2024. 1,653 funds tracked by Wall St. Rank hold PGR as of Q3 2024.

  • Thomas J. Herzfeld Advisors reported no remaining Progressive position as of Q3 2024 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 17 Progressive shares in Q3 2024, an estimated $3.53K.
  • Thomas J. Herzfeld Advisors first reported a position in Progressive in Q2 2024 and held it in 1 quarter.
  • Thomas J. Herzfeld Advisors's Progressive position peaked at $3.53K in Q2 2024.
  • 1,653 funds tracked by Wall St. Rank held Progressive as of Q3 2024.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.