VAM
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Visionary Asset Management’s Progressive PGR Stock Holding History

Visionary Asset Management’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
2018
Q4 		$260K Sell
4,303
-759
-15% -$50.5K 0.1% 69
2018
Q3 		$360K Buy
+5,062
New +$326K 0.12% 171
2017
Q3 		– Sell
-8,531
Closed -$376K – 253
2017
Q2 		$376K Buy
+8,531
New +$354K 0.11% 102

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Visionary Asset Management's PGR Position: Q4 2018 in Review

Visionary Asset Management reduced its Progressive (PGR) stake by 15% in Q4 2018, selling an estimated $50.5K and leaving 4,303 shares worth $260K. The position accounts for 0.1% of the portfolio, ranked #69.

Visionary Asset Management first reported a position in PGR in Q2 2017 and has held it in 3 quarters since. The position peaked at $376K in Q2 2017. 844 funds tracked by Wall St. Rank hold PGR as of Q4 2018.

  • Visionary Asset Management held 4,303 shares of Progressive worth $260K as of Q4 2018.
  • Visionary Asset Management sold 759 Progressive shares in Q4 2018, an estimated $50.5K.
  • Progressive made up 0.1% of Visionary Asset Management's portfolio in Q4 2018, its #69 holding.
  • Visionary Asset Management first reported a position in Progressive in Q2 2017 and has held it in 3 quarters since.
  • Visionary Asset Management's Progressive position peaked at $376K in Q2 2017.
  • 844 funds tracked by Wall St. Rank held Progressive as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.