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Bradley Foster & Sargent’s Primerica PRI Stock Holding History

Bradley Foster & Sargent’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
Q1 		– Sell
-10,530
Closed -$1.38M – 352
2019
Q4 		$1.38M Buy
+10,530
New +$1.36M 0.04% 195

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bradley Foster & Sargent's PRI Position: Q1 2020 in Review

Bradley Foster & Sargent sold out of Primerica (PRI) in Q1 2020, closing a stake of 10,530 shares — an estimated $1.38M sold.

Bradley Foster & Sargent first reported a position in PRI in Q4 2019 and held it in 1 quarter. The position peaked at $1.38M in Q4 2019. 278 funds tracked by Wall St. Rank hold PRI as of Q1 2020.

  • Bradley Foster & Sargent reported no remaining Primerica position as of Q1 2020 after selling out during the quarter.
  • Bradley Foster & Sargent sold 10,530 Primerica shares in Q1 2020, an estimated $1.38M.
  • Bradley Foster & Sargent first reported a position in Primerica in Q4 2019 and held it in 1 quarter.
  • Bradley Foster & Sargent's Primerica position peaked at $1.38M in Q4 2019.
  • 278 funds tracked by Wall St. Rank held Primerica as of Q1 2020.

Based on Bradley Foster & Sargent's 13F filing for Q1 2020, filed 7 May 2020.