VitalStone Financial’s Progressive PGR Stock Holding History

VitalStone Financial’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
2024 Q1	–	Sell	-46	Closed	-$7K	–	574
2023 Q4	$7K	Buy	+46	New	+$7.2K	0.01%	316

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VitalStone Financial's PGR Position: Q1 2024 in Review

VitalStone Financial sold out of Progressive (PGR) in Q1 2024, closing a stake of 46 shares — an estimated $7K sold.

VitalStone Financial first reported a position in PGR in Q4 2023 and held it in 1 quarter. The position peaked at $7K in Q4 2023. 1,459 funds tracked by Wall St. Rank hold PGR as of Q1 2024.

VitalStone Financial reported no remaining Progressive position as of Q1 2024 after selling out during the quarter.
VitalStone Financial sold 46 Progressive shares in Q1 2024, an estimated $7K.
VitalStone Financial first reported a position in Progressive in Q4 2023 and held it in 1 quarter.
VitalStone Financial's Progressive position peaked at $7K in Q4 2023.
1,459 funds tracked by Wall St. Rank held Progressive as of Q1 2024.

Based on VitalStone Financial's 13F filing for Q1 2024, filed 6 May 2024.