ZIG
PGR icon

Zullo Investment Group’s Progressive PGR Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-102
Closed -$13.2K – 539
2022
Q4 		$13.2K Hold
102
– – 0.01% 451
2022
Q3 		$12K Hold
102
– – 0.01% 460
2022
Q2 		$12K Hold
102
– – 0.01% 463
2022
Q1 		$12K Hold
102
– – 0.01% 504
2021
Q4 		$10K Buy
+102
New +$9.74K 0.01% 530

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Zullo Investment Group's PGR Position: Q1 2023 in Review

Zullo Investment Group sold out of Progressive (PGR) in Q1 2023, closing a stake of 102 shares — an estimated $13.2K sold.

Zullo Investment Group first reported a position in PGR in Q4 2021 and held it in 5 quarters. The position peaked at $13.2K in Q4 2022. 1,187 funds tracked by Wall St. Rank hold PGR as of Q1 2023.

  • Zullo Investment Group reported no remaining Progressive position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 102 Progressive shares in Q1 2023, an estimated $13.2K.
  • Zullo Investment Group first reported a position in Progressive in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Progressive position peaked at $13.2K in Q4 2022.
  • 1,187 funds tracked by Wall St. Rank held Progressive as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.