CIP
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Convergence Investment Partners’s Primoris Services PRIM Stock Holding History

Convergence Investment Partners’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,799
Closed -$1.46M – 274
2025
Q4 		$1.46M Buy
11,799
+1,180
+11% +$154K 0.29% 116
2025
Q3 		$1.46M Sell
10,619
-6,361
-37% -$683K 0.33% 105
2025
Q2 		$1.32M Buy
16,980
+3,195
+23% +$217K 0.34% 99
2025
Q1 		$791K Sell
13,785
-10,678
-44% -$772K 0.22% 155
2024
Q4 		$1.87M Buy
24,463
+8,235
+51% +$602K 0.42% 71
2024
Q3 		$943K Buy
+16,228
New +$866K 0.25% 134
2017
Q4 		– Sell
-25,024
Closed -$736K – 334
2017
Q3 		$736K Buy
+25,024
New +$667K 0.1% 256

Other funds holding PRIM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return