AWCI
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Alpine Woods Capital Investors’s Primerica PRI Stock Holding History

Alpine Woods Capital Investors’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.42M Buy
+9,643
New +$2.49M 0.58% 52
2017
Q2 		– Sell
-7,600
Closed -$625K – 461
2017
Q1 		$625K Hold
7,600
– – 0.03% 285
2016
Q4 		$526K Hold
7,600
– – 0.03% 303
2016
Q3 		$403K Buy
7,600
+872
+13% +$48.2K 0.02% 335
2016
Q2 		$385K Buy
6,728
+98
+1% +$5.09K 0.02% 327
2016
Q1 		$295K Buy
+6,630
New +$286K 0.02% 355

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return