WealthOne’s Progressive PGR Stock Holding History

WealthOne’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 Q1	–	Sell	-550	Closed	-$33K	–	409
2018 Q4	$33K	Buy	+550	New	+$36.6K	0.03%	210

Other funds holding PGR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthOne's PGR Position: Q1 2019 in Review

WealthOne sold out of Progressive (PGR) in Q1 2019, closing a stake of 550 shares — an estimated $33K sold.

WealthOne first reported a position in PGR in Q4 2018 and held it in 1 quarter. The position peaked at $33K in Q4 2018. 884 funds tracked by Wall St. Rank hold PGR as of Q1 2019.

WealthOne reported no remaining Progressive position as of Q1 2019 after selling out during the quarter.
WealthOne sold 550 Progressive shares in Q1 2019, an estimated $33K.
WealthOne first reported a position in Progressive in Q4 2018 and held it in 1 quarter.
WealthOne's Progressive position peaked at $33K in Q4 2018.
884 funds tracked by Wall St. Rank held Progressive as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.