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UBP Investment Advisors’s Progressive PGR Stock Holding History

UBP Investment 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
-2,319
Closed -$229K – 114
2020
Q4 		$229K Buy
2,319
+96
+4% +$9.08K 0.12% 69
2020
Q3 		$210K Buy
+2,223
New +$200K 0.16% 57

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

UBP Investment Advisors's PGR Position: Q1 2021 in Review

UBP Investment Advisors sold out of Progressive (PGR) in Q1 2021, closing a stake of 2,319 shares — an estimated $229K sold.

UBP Investment Advisors first reported a position in PGR in Q3 2020 and held it in 2 quarters. The position peaked at $229K in Q4 2020. 992 funds tracked by Wall St. Rank hold PGR as of Q1 2021.

  • UBP Investment Advisors reported no remaining Progressive position as of Q1 2021 after selling out during the quarter.
  • UBP Investment Advisors sold 2,319 Progressive shares in Q1 2021, an estimated $229K.
  • UBP Investment Advisors first reported a position in Progressive in Q3 2020 and held it in 2 quarters.
  • UBP Investment Advisors's Progressive position peaked at $229K in Q4 2020.
  • 992 funds tracked by Wall St. Rank held Progressive as of Q1 2021.

Based on UBP Investment Advisors's 13F filing for Q1 2021, filed 6 May 2021.