YWP
PGR icon

YorkBridge Wealth Partners’s Progressive PGR Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$763K Sell
5,885
-370
-6% -$46.9K 0.19% 100
2022
Q3 		$727K Buy
6,255
+50
+0.8% +$6.02K 0.19% 101
2022
Q2 		$721K Sell
6,205
-527
-8% -$59.8K 0.19% 100
2022
Q1 		$767K Sell
6,732
-144
-2% -$15.6K 0.17% 105
2021
Q4 		$706K Buy
6,876
+129
+2% +$12.3K 0.16% 109
2021
Q3 		$610K Sell
6,747
-375
-5% -$35.7K 0.15% 113
2021
Q2 		$699K Sell
7,122
-195
-3% -$19.3K 0.18% 102
2021
Q1 		$700K Sell
7,317
-52
-0.7% -$4.72K 0.21% 87
2020
Q4 		$729K Sell
7,369
-7
-0.1% -$662 0.24% 84
2020
Q3 		$698K Sell
7,376
-90
-1% -$8.09K 0.29% 76
2020
Q2 		$598K Sell
7,466
-92
-1% -$7.18K 0.27% 79
2020
Q1 		$558K Sell
7,558
-51
-0.7% -$3.93K 0.34% 75
2019
Q4 		$551K Sell
7,609
-90
-1% -$6.49K 0.25% 94
2019
Q3 		$595K Sell
7,699
-47
-0.6% -$3.7K 0.3% 85
2019
Q2 		$619K Buy
7,746
+1,952
+34% +$151K 0.28% 83
2019
Q1 		$418K Buy
5,794
+1,914
+49% +$131K 0.19% 109
2018
Q4 		$234K Buy
3,880
+600
+18% +$39.9K 0.12% 139
2018
Q3 		$232K Sell
3,280
-69
-2% -$4.44K 0.11% 157
2018
Q2 		$198K Sell
3,349
-26
-0.8% -$1.59K 0.09% 174
2018
Q1 		$204K Sell
3,375
-59
-2% -$3.37K 0.09% 176
2017
Q4 		$178K Sell
3,434
-293
-8% -$15.2K 0.09% 186
2017
Q3 		$180K Hold
3,727
– – 0.09% 187
2017
Q2 		$165K Buy
3,727
+427
+13% +$17.7K 0.09% 193
2017
Q1 		$130K Sell
3,300
-140
-4% -$5.34K 0.07% 213
2016
Q4 		$115K Buy
+3,440
New +$114K 0.07% 223

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

YorkBridge Wealth Partners's PGR Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Progressive (PGR) stake by 5.9% in Q4 2022, selling an estimated $46.9K and leaving 5,885 shares worth $763K. The position accounts for 0.19% of the portfolio, ranked #100.

YorkBridge Wealth Partners first reported a position in PGR in Q4 2016 and has held it in 25 quarters since. The position peaked at $767K in Q1 2022. 1,171 funds tracked by Wall St. Rank hold PGR as of Q4 2022.

  • YorkBridge Wealth Partners held 5,885 shares of Progressive worth $763K as of Q4 2022.
  • YorkBridge Wealth Partners sold 370 Progressive shares in Q4 2022, an estimated $46.9K.
  • Progressive made up 0.19% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #100 holding.
  • YorkBridge Wealth Partners first reported a position in Progressive in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Progressive position peaked at $767K in Q1 2022.
  • 1,171 funds tracked by Wall St. Rank held Progressive as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.