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Cambria Investment Management’s Primerica PRI Stock Holding History

Cambria Investment 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
2024
Q4 		– Sell
-1,542
Closed -$409K – 407
2024
Q3 		$409K Sell
1,542
-69
-4% -$17.4K 0.02% 262
2024
Q2 		$381K Sell
1,611
-405
-20% -$91.8K 0.02% 236
2024
Q1 		$510K Sell
2,016
-148
-7% -$35K 0.03% 204
2023
Q4 		$445K Buy
2,164
+284
+15% +$58K 0.03% 203
2023
Q3 		$365K Sell
1,880
-329
-15% -$67.4K 0.03% 208
2023
Q2 		$437K Buy
+2,209
New +$406K 0.04% 204
2015
Q4 		– Sell
-374
Closed -$17K – 246
2015
Q3 		$17K Hold
374
– – 0.01% 240
2015
Q2 		$17K Buy
374
+307
+458% +$14.3K 0.01% 212
2015
Q1 		$3 Hold
67
– – ﹤0.01% 217
2014
Q4 		$4K Buy
+67
New +$3.42K ﹤0.01% 191

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Cambria Investment Management's PRI Position: Q4 2024 in Review

Cambria Investment Management sold out of Primerica (PRI) in Q4 2024, closing a stake of 1,542 shares — an estimated $409K sold.

Cambria Investment Management first reported a position in PRI in Q4 2014 and held it in 10 quarters. The position peaked at $510K in Q1 2024. 488 funds tracked by Wall St. Rank hold PRI as of Q4 2024.

  • Cambria Investment Management reported no remaining Primerica position as of Q4 2024 after selling out during the quarter.
  • Cambria Investment Management sold 1,542 Primerica shares in Q4 2024, an estimated $409K.
  • Cambria Investment Management first reported a position in Primerica in Q4 2014 and held it in 10 quarters.
  • Cambria Investment Management's Primerica position peaked at $510K in Q1 2024.
  • 488 funds tracked by Wall St. Rank held Primerica as of Q4 2024.

Based on Cambria Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.