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PGR icon

Wealthfront’s Progressive PGR Stock Holding History

Wealthfront’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
Q3 		$1.9M Sell
26,687
-3,414
-11% -$220K 0.02% 132
2018
Q2 		$1.78M Sell
30,101
-2,950
-9% -$181K 0.02% 138
2018
Q1 		$2.01M Buy
33,051
+2,279
+7% +$130K 0.02% 135
2017
Q4 		$1.73M Buy
30,772
+1,624
+6% +$84K 0.02% 141
2017
Q3 		$1.41M Buy
29,148
+11,510
+65% +$538K 0.02% 138
2017
Q2 		$778K Buy
17,638
+1,839
+12% +$76.4K 0.01% 191
2017
Q1 		$619K Buy
15,799
+1,265
+9% +$48.3K 0.01% 192
2016
Q4 		$516K Buy
14,534
+2,067
+17% +$68.3K 0.01% 193
2016
Q3 		$393K Sell
12,467
-171
-1% -$5.57K 0.01% 225
2016
Q2 		$423K Sell
12,638
-118
-0.9% -$3.9K 0.01% 194
2016
Q1 		$448K Buy
12,756
+896
+8% +$28.6K 0.01% 168
2015
Q4 		$377K Buy
11,860
+64
+0.5% +$2.03K 0.01% 176
2015
Q3 		$361K Buy
11,796
+2,970
+34% +$89.7K 0.01% 167
2015
Q2 		$246K Buy
8,826
+1,858
+27% +$50.7K 0.01% 222
2015
Q1 		$190K Buy
6,968
+840
+14% +$22.4K 0.01% 254
2014
Q4 		$165K Buy
6,128
+3,072
+101% +$81K 0.01% 262
2014
Q3 		$77K Buy
3,056
+469
+18% +$11.6K 0.01% 334
2014
Q2 		$65K Buy
2,587
+844
+48% +$20.9K 0.01% 315
2014
Q1 		$42K Buy
+1,743
New +$42.3K 0.01% 304

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthfront's PGR Position: Q3 2018 in Review

Wealthfront reduced its Progressive (PGR) stake by 11% in Q3 2018, selling an estimated $220K and leaving 26,687 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #132.

Wealthfront first reported a position in PGR in Q1 2014 and has held it in 19 quarters since. The position peaked at $2.01M in Q1 2018. 763 funds tracked by Wall St. Rank hold PGR as of Q3 2018.

  • Wealthfront held 26,687 shares of Progressive worth $1.9M as of Q3 2018.
  • Wealthfront sold 3,414 Progressive shares in Q3 2018, an estimated $220K.
  • Progressive made up 0.02% of Wealthfront's portfolio in Q3 2018, its #132 holding.
  • Wealthfront first reported a position in Progressive in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Progressive position peaked at $2.01M in Q1 2018.
  • 763 funds tracked by Wall St. Rank held Progressive as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.