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Clear Harbor Asset Management’s Primerica PRI Stock Holding History

Clear Harbor Asset 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
Q4 		– Sell
-175
Closed -$19.8K – 627
2020
Q3 		$19.8K Buy
+175
New +$21.3K ﹤0.01% 506
2020
Q1 		– Sell
-355
Closed -$46.3K – 587
2019
Q4 		$46.3K Buy
+355
New +$45.8K 0.01% 412

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Harbor Asset Management's PRI Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of Primerica (PRI) in Q4 2020, closing a stake of 175 shares — an estimated $19.8K sold.

Clear Harbor Asset Management first reported a position in PRI in Q4 2019 and held it in 2 quarters. The position peaked at $46.3K in Q4 2019. 334 funds tracked by Wall St. Rank hold PRI as of Q4 2020.

  • Clear Harbor Asset Management reported no remaining Primerica position as of Q4 2020 after selling out during the quarter.
  • Clear Harbor Asset Management sold 175 Primerica shares in Q4 2020, an estimated $19.8K.
  • Clear Harbor Asset Management first reported a position in Primerica in Q4 2019 and held it in 2 quarters.
  • Clear Harbor Asset Management's Primerica position peaked at $46.3K in Q4 2019.
  • 334 funds tracked by Wall St. Rank held Primerica as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.