Tru Independence Asset Management 2’s Progressive PGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$552K Buy
+4,749
New +$572K 0.59% 28
2021
Q1
Sell
-1,160
Closed -$115K 327
2020
Q4
$115K Buy
+1,160
New +$110K 0.1% 116

Other funds holding PGR

Tru Independence Asset Management 2's PGR Position: Q3 2022 in Review

Tru Independence Asset Management 2 opened a new position in Progressive (PGR) in Q3 2022: 4,749 shares worth $552K. The stake represents 0.59% of the portfolio and ranks #28 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in PGR as recently as Q4 2020.

Tru Independence Asset Management 2 first reported a position in PGR in Q4 2020 and has held it in 2 quarters since. 1,105 funds tracked by Wall St. Rank hold PGR as of Q3 2022.

  • Tru Independence Asset Management 2 held 4,749 shares of Progressive worth $552K as of Q3 2022.
  • Progressive was a new Tru Independence Asset Management 2 position in Q3 2022.
  • Progressive made up 0.59% of Tru Independence Asset Management 2's portfolio in Q3 2022, its #28 holding.
  • Tru Independence Asset Management 2 first reported a position in Progressive in Q4 2020 and has held it in 2 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Progressive as of Q3 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q3 2022, filed 31 Oct 2022.