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Cavalier Investments’s Primerica PRI Stock Holding History

Cavalier Investments’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 		– Sell
-3,069
Closed -$776K – 84
2024
Q1 		$776K Buy
3,069
+168
+6% +$39.7K 0.28% 64
2023
Q4 		$597K Buy
2,901
+55
+2% +$11.2K 0.22% 77
2023
Q3 		$552K Buy
2,846
+105
+4% +$21.5K 0.22% 75
2023
Q2 		$542K Buy
+2,741
New +$503K 0.2% 81

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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cavalier Investments's PRI Position: Q2 2024 in Review

Cavalier Investments sold out of Primerica (PRI) in Q2 2024, closing a stake of 3,069 shares — an estimated $776K sold.

Cavalier Investments first reported a position in PRI in Q2 2023 and held it in 4 quarters. The position peaked at $776K in Q1 2024. 408 funds tracked by Wall St. Rank hold PRI as of Q2 2024.

  • Cavalier Investments reported no remaining Primerica position as of Q2 2024 after selling out during the quarter.
  • Cavalier Investments sold 3,069 Primerica shares in Q2 2024, an estimated $776K.
  • Cavalier Investments first reported a position in Primerica in Q2 2023 and held it in 4 quarters.
  • Cavalier Investments's Primerica position peaked at $776K in Q1 2024.
  • 408 funds tracked by Wall St. Rank held Primerica as of Q2 2024.

Based on Cavalier Investments's 13F filing for Q2 2024, filed 2 Aug 2024.