Berman Capital Advisors’s Primerica PRI Stock Holding History

Berman Capital Advisors’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
2021 Q3	$25K	Buy	168 +68	+68%	+$10.1K	﹤0.01%	911
2021 Q2	$15K	Hold	100	–	–	﹤0.01%	1007
2021 Q1	$14K	Hold	100	–	–	﹤0.01%	925
2020 Q4	$13K	Hold	100	–	–	﹤0.01%	826
2020 Q3	$11K	Hold	100	–	–	﹤0.01%	764
2020 Q2	$11K	Buy	100 +76	+317%	+$8.08K	﹤0.01%	734
2020 Q1	$2K	Buy	+24	New	+$2.74K	﹤0.01%	1172

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

BAMCO Inc New York $33.1B AUM 11.16% 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

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

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

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

Berman Capital Advisors's PRI Position: Q3 2021 in Review

Berman Capital Advisors increased its Primerica (PRI) stake by 68% in Q3 2021, buying an estimated $10.1K and bringing the position to 168 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Berman Capital Advisors first reported a position in PRI in Q1 2020 and has held it in 7 quarters since. 308 funds tracked by Wall St. Rank hold PRI as of Q3 2021.

Berman Capital Advisors held 168 shares of Primerica worth $25K as of Q3 2021.
Berman Capital Advisors bought 68 Primerica shares in Q3 2021, an estimated $10.1K.
Primerica made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #911 holding.
Berman Capital Advisors first reported a position in Primerica in Q1 2020 and has held it in 7 quarters since.
308 funds tracked by Wall St. Rank held Primerica as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.