WIL
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Winifred I. Li’s Progressive PGR Stock Holding History

Winifred I. Li’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
2014
Q4 		$867K Buy
32,145
+4,815
+18% +$127K 0.82% 29
2014
Q3 		$691K Sell
27,330
-720
-3% -$17.7K 0.66% 46
2014
Q2 		$711K Buy
+28,050
New +$695K 0.61% 54

Other funds holding PGR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winifred I. Li's PGR Position: Q4 2014 in Review

Winifred I. Li increased its Progressive (PGR) stake by 18% in Q4 2014, buying an estimated $127K and bringing the position to 32,145 shares worth $867K. The position accounts for 0.82% of the portfolio, ranked #29.

Winifred I. Li first reported a position in PGR in Q2 2014 and has held it in 3 quarters since. 445 funds tracked by Wall St. Rank hold PGR as of Q4 2014.

  • Winifred I. Li held 32,145 shares of Progressive worth $867K as of Q4 2014.
  • Winifred I. Li bought 4,815 Progressive shares in Q4 2014, an estimated $127K.
  • Progressive made up 0.82% of Winifred I. Li's portfolio in Q4 2014, its #29 holding.
  • Winifred I. Li first reported a position in Progressive in Q2 2014 and has held it in 3 quarters since.
  • 445 funds tracked by Wall St. Rank held Progressive as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.