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United Asset Strategies’s Progressive PGR Stock Holding History

United Asset Strategies’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
Q2 		– Sell
-9,148
Closed -$1.31M – 244
2023
Q1 		$1.31M Sell
9,148
-464
-5% -$64K 0.17% 119
2022
Q4 		$1.25M Buy
9,612
+190
+2% +$24.1K 0.17% 109
2022
Q3 		$1.09M Buy
+9,422
New +$1.13M 0.17% 117

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Asset Strategies's PGR Position: Q2 2023 in Review

United Asset Strategies sold out of Progressive (PGR) in Q2 2023, closing a stake of 9,148 shares — an estimated $1.31M sold.

United Asset Strategies first reported a position in PGR in Q3 2022 and held it in 3 quarters. The position peaked at $1.31M in Q1 2023. 1,179 funds tracked by Wall St. Rank hold PGR as of Q2 2023.

  • United Asset Strategies reported no remaining Progressive position as of Q2 2023 after selling out during the quarter.
  • United Asset Strategies sold 9,148 Progressive shares in Q2 2023, an estimated $1.31M.
  • United Asset Strategies first reported a position in Progressive in Q3 2022 and held it in 3 quarters.
  • United Asset Strategies's Progressive position peaked at $1.31M in Q1 2023.
  • 1,179 funds tracked by Wall St. Rank held Progressive as of Q2 2023.

Based on United Asset Strategies's 13F filing for Q2 2023, filed 25 Jul 2023.