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Tilt Investment Management Holdings’s Progressive PGR Stock Holding History

Tilt Investment Management Holdings’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
Q4 		$379K Sell
2,377
-757
-24% -$119K 0.41% 69
2023
Q3 		$437K Hold
3,134
– – 0.31% 98
2023
Q2 		$415K Buy
+3,134
New +$420K 0.27% 97

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tilt Investment Management Holdings's PGR Position: Q4 2023 in Review

Tilt Investment Management Holdings reduced its Progressive (PGR) stake by 24% in Q4 2023, selling an estimated $119K and leaving 2,377 shares worth $379K. The position accounts for 0.41% of the portfolio, ranked #69.

Tilt Investment Management Holdings first reported a position in PGR in Q2 2023 and has held it in 3 quarters since. The position peaked at $437K in Q3 2023. 1,328 funds tracked by Wall St. Rank hold PGR as of Q4 2023.

  • Tilt Investment Management Holdings held 2,377 shares of Progressive worth $379K as of Q4 2023.
  • Tilt Investment Management Holdings sold 757 Progressive shares in Q4 2023, an estimated $119K.
  • Progressive made up 0.41% of Tilt Investment Management Holdings's portfolio in Q4 2023, its #69 holding.
  • Tilt Investment Management Holdings first reported a position in Progressive in Q2 2023 and has held it in 3 quarters since.
  • Tilt Investment Management Holdings's Progressive position peaked at $437K in Q3 2023.
  • 1,328 funds tracked by Wall St. Rank held Progressive as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.