Axa
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Axa’s Primerica PRI Stock Holding History

Axa’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
2024
Q2 		– Sell
-26,374
Closed -$6.67M – 1114
2024
Q1 		$6.67M Sell
26,374
-4,953
-16% -$1.17M 0.02% 491
2023
Q4 		$6.45M Buy
31,327
+1,327
+4% +$271K 0.02% 491
2023
Q3 		$5.82M Sell
30,000
-300
-1% -$61.4K 0.02% 501
2023
Q2 		$5.99M Buy
+30,300
New +$5.56M 0.02% 513
2022
Q1 		– Sell
-55,200
Closed -$8.46M – 1227
2021
Q4 		$8.46M Sell
55,200
-18,600
-25% -$2.95M 0.02% 537
2021
Q3 		$11.3M Buy
73,800
+14,497
+24% +$2.16M 0.03% 460
2021
Q2 		$9.08M Buy
+59,303
New +$9.36M 0.03% 538
2020
Q4 		– Sell
-5,100
Closed -$577K – 1330
2020
Q3 		$577K Buy
+5,100
New +$620K ﹤0.01% 1014
2020
Q1 		– Sell
-4,500
Closed -$588K – 1236
2019
Q4 		$588K Sell
4,500
-7,300
-62% -$943K ﹤0.01% 972
2019
Q3 		$1.5M Buy
+11,800
New +$1.42M 0.01% 917

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
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
Fidelity Investments
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Axa's PRI Position: Q2 2024 in Review

Axa sold out of Primerica (PRI) in Q2 2024, closing a stake of 26,374 shares — an estimated $6.67M sold.

Axa first reported a position in PRI in Q3 2019 and held it in 10 quarters. The position peaked at $11.3M in Q3 2021. 408 funds tracked by Wall St. Rank hold PRI as of Q2 2024.

  • Axa reported no remaining Primerica position as of Q2 2024 after selling out during the quarter.
  • Axa sold 26,374 Primerica shares in Q2 2024, an estimated $6.67M.
  • Axa first reported a position in Primerica in Q3 2019 and held it in 10 quarters.
  • Axa's Primerica position peaked at $11.3M in Q3 2021.
  • 408 funds tracked by Wall St. Rank held Primerica as of Q2 2024.

Based on Axa's 13F filing for Q2 2024, filed 14 Aug 2024.