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Tilia Fiduciary Partners’s Progressive PGR Stock Holding History

Tilia Fiduciary Partners’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 		– Sell
-483
Closed -$63.9K – 364
2023
Q2 		$63.9K Hold
483
– – 0.06% 181
2023
Q1 		$69.1K Hold
483
– – 0.07% 177
2022
Q4 		$62.6K Sell
483
-35
-7% -$4.43K 0.06% 182
2022
Q3 		$64K Hold
518
– – 0.06% 173
2022
Q2 		$61K Sell
518
-91
-15% -$10.3K 0.06% 187
2022
Q1 		$69K Hold
609
– – 0.06% 191
2021
Q4 		$62K Buy
+609
New +$58.1K 0.05% 201

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Tilia Fiduciary Partners's PGR Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Progressive (PGR) in Q3 2023, closing a stake of 483 shares — an estimated $63.9K sold.

Tilia Fiduciary Partners first reported a position in PGR in Q4 2021 and held it in 7 quarters. The position peaked at $69.1K in Q1 2023. 1,171 funds tracked by Wall St. Rank hold PGR as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Progressive position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 483 Progressive shares in Q3 2023, an estimated $63.9K.
  • Tilia Fiduciary Partners first reported a position in Progressive in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Progressive position peaked at $69.1K in Q1 2023.
  • 1,171 funds tracked by Wall St. Rank held Progressive as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.