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Cadence Capital Management’s Primerica PRI Stock Holding History

Cadence Capital Management’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
Q3 		– Sell
-7,028
Closed -$819K – 377
2020
Q2 		$819K Hold
7,028
– – 0.12% 255
2020
Q1 		$622K Sell
7,028
-182
-3% -$20.8K 0.11% 286
2019
Q4 		$941K Buy
+7,210
New +$931K 0.1% 280

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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cadence Capital Management's PRI Position: Q3 2020 in Review

Cadence Capital Management sold out of Primerica (PRI) in Q3 2020, closing a stake of 7,028 shares — an estimated $819K sold.

Cadence Capital Management first reported a position in PRI in Q4 2019 and held it in 3 quarters. The position peaked at $941K in Q4 2019. 335 funds tracked by Wall St. Rank hold PRI as of Q3 2020.

  • Cadence Capital Management reported no remaining Primerica position as of Q3 2020 after selling out during the quarter.
  • Cadence Capital Management sold 7,028 Primerica shares in Q3 2020, an estimated $819K.
  • Cadence Capital Management first reported a position in Primerica in Q4 2019 and held it in 3 quarters.
  • Cadence Capital Management's Primerica position peaked at $941K in Q4 2019.
  • 335 funds tracked by Wall St. Rank held Primerica as of Q3 2020.

Based on Cadence Capital Management's 13F filing for Q3 2020, filed 16 Oct 2020.