Denali Advisors’s Primoris Services PRIM Stock Holding History

Denali Advisors’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	$3.5M	Buy	+24,460	New	+$3.58M	0.39%	84
2024 Q2	–	Sell	-73	Closed	-$3.11K	–	390
2024 Q1	$3.11K	Buy	73 +20	+38%	+$738	﹤0.01%	381
2023 Q4	$1.76K	Buy	+53	New	+$1.65K	﹤0.01%	412
2023 Q1	–	Sell	-2,100	Closed	-$46.1K	–	482
2022 Q4	$46.1K	Buy	+2,100	New	+$42.4K	0.02%	236
2022 Q2	–	Sell	-30,600	Closed	-$729K	–	410
2022 Q1	$729K	Hold	30,600	–	–	0.28%	89
2021 Q4	$734K	Sell	30,600 -68,000	-69%	-$1.72M	0.27%	96
2021 Q3	$2.42M	Sell	98,600 -45,640	-32%	-$1.23M	1.01%	40
2021 Q2	$4.25M	Buy	144,240 +46,667	+48%	+$1.51M	1.63%	20
2021 Q1	$3.23M	Hold	97,573	–	–	0.99%	32
2020 Q4	$2.69M	Buy	97,573 +73	+0.1%	+$1.68K	0.46%	79
2020 Q3	$1.76M	Buy	97,500 +27,400	+39%	+$485K	0.35%	97
2020 Q2	$1.25M	Buy	70,100 +48,000	+217%	+$757K	0.24%	128
2020 Q1	$351K	Buy	22,100 +14,200	+180%	+$277K	0.08%	175
2019 Q4	$176K	Buy	+7,900	New	+$169K	0.02%	224

Other funds holding PRIM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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