Marshfield Concentrated Opportunity Fund PGR Holdings History
Marshfield Concentrated Opportunity Fund's Progressive Corp Holding Summary
As of 2025-02-28, Ultimus Managers Trust held 144,268.00 shares of Progressive Corp(PGR), totaling $40.68 Mil. This investment constitutes 5.09% of their stock portfolio, and Ultimus Managers Trust now holds 0.02% of the outstanding Progressive Corp(PGR) stock.
The initial trade took place in 2021Q4. And since then Marshfield Concentrated Opportunity Fund has made 13 purchases of PGR, at an average price of $127.77, for a total of 174,584.00 shares. In addition, there have been 1 sales at an average price of $206.94 for 30,316.00 shares. Based on historical transaction data and PGR's current price of $264.30, Marshfield Concentrated Opportunity Fund's estimated gain on his PGR holdings is $22.10 Mil, reflecting a 99.06% gain to date.
Marshfield Concentrated Opportunity Fund PGR ($264.30) Holding Chart
Marshfield Concentrated Opportunity Fund PGR ($264.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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