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Tiedemann Advisors’s Progressive PGR Stock Holding History

Tiedemann 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
2021
Q1 		– Sell
-2,122
Closed -$209K – 345
2020
Q4 		$209K Buy
+2,122
New +$201K 0.01% 297
2020
Q2 		– Sell
-3,984
Closed -$294K – 312
2020
Q1 		$294K Sell
3,984
-196
-5% -$15.1K 0.02% 239
2019
Q4 		$303K Sell
4,180
-7,813
-65% -$563K 0.01% 242
2019
Q3 		$925K Buy
+11,993
New +$943K 0.04% 178

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiedemann Advisors's PGR Position: Q1 2021 in Review

Tiedemann Advisors sold out of Progressive (PGR) in Q1 2021, closing a stake of 2,122 shares — an estimated $209K sold.

Tiedemann Advisors first reported a position in PGR in Q3 2019 and held it in 4 quarters. The position peaked at $925K in Q3 2019. 992 funds tracked by Wall St. Rank hold PGR as of Q1 2021.

  • Tiedemann Advisors reported no remaining Progressive position as of Q1 2021 after selling out during the quarter.
  • Tiedemann Advisors sold 2,122 Progressive shares in Q1 2021, an estimated $209K.
  • Tiedemann Advisors first reported a position in Progressive in Q3 2019 and held it in 4 quarters.
  • Tiedemann Advisors's Progressive position peaked at $925K in Q3 2019.
  • 992 funds tracked by Wall St. Rank held Progressive as of Q1 2021.

Based on Tiedemann Advisors's 13F filing for Q1 2021, filed 13 May 2021.