Bank Julius Baer & Co’s Primerica PRI Stock Holding History

Bank Julius Baer & Co’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
2020 Q4	–	Sell	-175	Closed	-$20K	–	839
2020 Q3	$20K	Hold	175	–	–	﹤0.01%	659
2020 Q2	$20K	Buy	+175	New	+$18.6K	﹤0.01%	604

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

BAMCO Inc New York $33.1B AUM 11.16% 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

BAM

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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank Julius Baer & Co's PRI Position: Q4 2020 in Review

Bank Julius Baer & Co sold out of Primerica (PRI) in Q4 2020, closing a stake of 175 shares — an estimated $20K sold.

Bank Julius Baer & Co first reported a position in PRI in Q2 2020 and held it in 2 quarters. The position peaked at $20K in Q3 2020. 334 funds tracked by Wall St. Rank hold PRI as of Q4 2020.

Bank Julius Baer & Co reported no remaining Primerica position as of Q4 2020 after selling out during the quarter.
Bank Julius Baer & Co sold 175 Primerica shares in Q4 2020, an estimated $20K.
Bank Julius Baer & Co first reported a position in Primerica in Q2 2020 and held it in 2 quarters.
Bank Julius Baer & Co's Primerica position peaked at $20K in Q3 2020.
334 funds tracked by Wall St. Rank held Primerica as of Q4 2020.

Based on Bank Julius Baer & Co's 13F filing for Q4 2020, filed 12 Feb 2021.