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Waverton Investment Management’s Progressive PGR Stock Holding History

Waverton Investment 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
2019
Q4 		– Sell
-14,208
Closed -$1.1M – 69
2019
Q3 		$1.1M Sell
14,208
-1,908
-12% -$150K 0.06% 53
2019
Q2 		$1.29M Buy
16,116
+711
+5% +$55K 0.06% 52
2019
Q1 		$1.11M Buy
15,405
+67
+0.4% +$4.59K 0.06% 51
2018
Q4 		$925K Buy
15,338
+397
+3% +$26.4K 0.06% 55
2018
Q3 		$1.06M Hold
14,941
– – 0.05% 53
2018
Q2 		$884K Buy
14,941
+676
+5% +$41.4K 0.05% 58
2018
Q1 		$869K Hold
14,265
– – 0.05% 59
2017
Q4 		$803K Buy
+14,265
New +$738K 0.05% 65
2017
Q2 		– Sell
-13,595
Closed -$533K – 96
2017
Q1 		$533K Sell
13,595
-69
-0.5% -$2.63K 0.03% 94
2016
Q4 		$485K Buy
+13,664
New +$452K 0.03% 102
2013
Q4 		– Sell
-120,290
Closed -$3.27M – 182
2013
Q3 		$3.27M Buy
+120,290
New +$3.12M 0.19% 88

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Waverton Investment Management's PGR Position: Q4 2019 in Review

Waverton Investment Management sold out of Progressive (PGR) in Q4 2019, closing a stake of 14,208 shares — an estimated $1.1M sold.

Waverton Investment Management first reported a position in PGR in Q3 2013 and held it in 11 quarters. The position peaked at $3.27M in Q3 2013. 884 funds tracked by Wall St. Rank hold PGR as of Q4 2019.

  • Waverton Investment Management reported no remaining Progressive position as of Q4 2019 after selling out during the quarter.
  • Waverton Investment Management sold 14,208 Progressive shares in Q4 2019, an estimated $1.1M.
  • Waverton Investment Management first reported a position in Progressive in Q3 2013 and held it in 11 quarters.
  • Waverton Investment Management's Progressive position peaked at $3.27M in Q3 2013.
  • 884 funds tracked by Wall St. Rank held Progressive as of Q4 2019.

Based on Waverton Investment Management's 13F filing for Q4 2019, filed 22 Jan 2020.