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UBS’s Progressive PGR Stock Holding History

UBS’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
2014
Q3 		$18K Buy
700
+600
+600% +$14.8K ﹤0.01% 8139
2014
Q2 		$3K Hold
100
– – ﹤0.01% 9843
2014
Q1 		$2K Sell
100
-900
-90% -$21.9K ﹤0.01% 10044
2013
Q4 		$27K Buy
+1,000
New +$27K ﹤0.01% 7771

Other funds holding PGR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS's PGR Position: Q3 2014 in Review

UBS increased its Progressive (PGR) stake by 53% in Q3 2014, buying an estimated $1.89M and bringing the position to 220,575 shares worth $5.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

UBS first reported a position in PGR in Q2 2013 and has held it in 6 quarters since. 426 funds tracked by Wall St. Rank hold PGR as of Q3 2014.

  • UBS held 220,575 shares of Progressive worth $5.58M as of Q3 2014.
  • UBS bought 76,738 Progressive shares in Q3 2014, an estimated $1.89M.
  • Progressive made up ﹤0.01% of UBS's portfolio in Q3 2014, its #1916 holding.
  • UBS first reported a position in Progressive in Q2 2013 and has held it in 6 quarters since.
  • 426 funds tracked by Wall St. Rank held Progressive as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.