Aurora Investment Counsel’s Primerica PRI Stock Holding History

Aurora Investment Counsel’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
2023 Q1	–	Sell	-8,865	Closed	-$1.26M	–	122
2022 Q4	$1.26M	Sell	8,865 -127	-1%	-$17.7K	0.87%	59
2022 Q3	$1.11M	Sell	8,992 -87	-1%	-$11K	0.84%	60
2022 Q2	$1.09M	Buy	9,079 +60	+0.7%	+$7.55K	0.79%	67
2022 Q1	$1.23M	Buy	9,019 +93	+1%	+$13.2K	0.79%	65
2021 Q4	$1.37M	Buy	8,926 +324	+4%	+$51.4K	0.81%	62
2021 Q3	$1.32M	Sell	8,602 -64	-0.7%	-$9.52K	0.92%	48
2021 Q2	$1.33M	Sell	8,666 -231	-3%	-$36.5K	0.93%	48
2021 Q1	$1.31M	Buy	8,897 +82	+0.9%	+$11.8K	0.97%	46
2020 Q4	$1.18M	Buy	8,815 +18	+0.2%	+$2.26K	0.95%	45
2020 Q3	$1.14M	Buy	+8,797	New	+$1.07M	0.94%	44
2018 Q1	–	Sell	-7,737	Closed	-$786K	–	116
2017 Q4	$786K	Buy	+7,737	New	+$737K	0.39%	97

Other funds holding PRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Aurora Investment Counsel's PRI Position: Q1 2023 in Review

Aurora Investment Counsel sold out of Primerica (PRI) in Q1 2023, closing a stake of 8,865 shares — an estimated $1.26M sold.

Aurora Investment Counsel first reported a position in PRI in Q4 2017 and held it in 11 quarters. The position peaked at $1.37M in Q4 2021. 351 funds tracked by Wall St. Rank hold PRI as of Q1 2023.

Aurora Investment Counsel reported no remaining Primerica position as of Q1 2023 after selling out during the quarter.
Aurora Investment Counsel sold 8,865 Primerica shares in Q1 2023, an estimated $1.26M.
Aurora Investment Counsel first reported a position in Primerica in Q4 2017 and held it in 11 quarters.
Aurora Investment Counsel's Primerica position peaked at $1.37M in Q4 2021.
351 funds tracked by Wall St. Rank held Primerica as of Q1 2023.

Based on Aurora Investment Counsel's 13F filing for Q1 2023, filed 5 Jun 2023.