Benjamin F. Edwards & Company’s Primerica PRI Stock Holding History

Benjamin F. Edwards & Company’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	$130K	Buy	548 +370	+208%	+$83.9K	﹤0.01%	1036
2024 Q1	$45K	Buy	178 +148	+493%	+$35K	﹤0.01%	1332
2023 Q4	$6K	Buy	+30	New	+$6.13K	﹤0.01%	1814
2020 Q1	–	Sell	-33	Closed	-$4K	–	1844
2019 Q4	$4K	Hold	33	–	–	﹤0.01%	1681
2019 Q3	$4K	Hold	33	–	–	﹤0.01%	1642
2019 Q2	$4K	Buy	+33	New	+$4.09K	﹤0.01%	1691
2019 Q1	–	Sell	-28	Closed	-$3K	–	1766
2018 Q4	$3K	Hold	28	–	–	﹤0.01%	1563
2018 Q3	$3K	Hold	28	–	–	﹤0.01%	1492
2018 Q2	$3K	Sell	28 -262	-90%	-$25.6K	﹤0.01%	1490
2018 Q1	$28K	Buy	290 +262	+936%	+$26.3K	﹤0.01%	984
2017 Q4	$3K	Hold	28	–	–	﹤0.01%	1440
2017 Q3	$2K	Hold	28	–	–	﹤0.01%	1456
2017 Q2	$2K	Hold	28	–	–	﹤0.01%	1387
2017 Q1	$2K	Hold	28	–	–	﹤0.01%	1286
2016 Q4	$2K	Hold	28	–	–	﹤0.01%	1168
2016 Q3	$1K	Hold	28	–	–	﹤0.01%	1090
2016 Q2	$2K	Hold	28	–	–	﹤0.01%	1018
2016 Q1	$1K	Hold	28	–	–	﹤0.01%	1060
2015 Q4	$1K	Hold	28	–	–	﹤0.01%	1108
2015 Q3	$1K	Buy	+28	New	+$1.23K	﹤0.01%	1104

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BAM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Benjamin F. Edwards & Company's PRI Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Primerica (PRI) stake by 208% in Q2 2024, buying an estimated $83.9K and bringing the position to 548 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Benjamin F. Edwards & Company first reported a position in PRI in Q3 2015 and has held it in 20 quarters since. 409 funds tracked by Wall St. Rank hold PRI as of Q2 2024.

Benjamin F. Edwards & Company held 548 shares of Primerica worth $130K as of Q2 2024.
Benjamin F. Edwards & Company bought 370 Primerica shares in Q2 2024, an estimated $83.9K.
Primerica made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1036 holding.
Benjamin F. Edwards & Company first reported a position in Primerica in Q3 2015 and has held it in 20 quarters since.
409 funds tracked by Wall St. Rank held Primerica as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.