Westshore Wealth’s Progressive PGR Stock Holding History

Westshore Wealth’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
2023 Q3	–	Sell	-1,700	Closed	-$225K	–	107
2023 Q2	$225K	Sell	1,700 -415	-20%	-$55.6K	0.11%	98
2023 Q1	$303K	Buy	+2,115	New	+$292K	0.16%	68

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Westshore Wealth's PGR Position: Q3 2023 in Review

Westshore Wealth sold out of Progressive (PGR) in Q3 2023, closing a stake of 1,700 shares — an estimated $225K sold.

Westshore Wealth first reported a position in PGR in Q1 2023 and held it in 2 quarters. The position peaked at $303K in Q1 2023. 1,170 funds tracked by Wall St. Rank hold PGR as of Q3 2023.

Westshore Wealth reported no remaining Progressive position as of Q3 2023 after selling out during the quarter.
Westshore Wealth sold 1,700 Progressive shares in Q3 2023, an estimated $225K.
Westshore Wealth first reported a position in Progressive in Q1 2023 and held it in 2 quarters.
Westshore Wealth's Progressive position peaked at $303K in Q1 2023.
1,170 funds tracked by Wall St. Rank held Progressive as of Q3 2023.

Based on Westshore Wealth's 13F filing for Q3 2023, filed 15 Feb 2024.