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Disciplined Investments’s Primerica PRI Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-10
Closed -$1.98K – 1189
2023
Q2 		$1.98K Sell
10
-1
-9% -$184 ﹤0.01% 664
2023
Q1 		$1.9K Hold
11
– – ﹤0.01% 686
2022
Q4 		$1.56K Buy
11
+2
+22% +$279 ﹤0.01% 716
2022
Q3 		$1K Buy
9
+2
+29% +$254 ﹤0.01% 1046
2022
Q2 		$1K Hold
7
– – ﹤0.01% 1071
2022
Q1 		$1K Buy
+7
New +$994 ﹤0.01% 1135

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Disciplined Investments's PRI Position: Q3 2023 in Review

Disciplined Investments sold out of Primerica (PRI) in Q3 2023, closing a stake of 10 shares — an estimated $1.98K sold.

Disciplined Investments first reported a position in PRI in Q1 2022 and held it in 6 quarters. The position peaked at $1.98K in Q2 2023. 367 funds tracked by Wall St. Rank hold PRI as of Q3 2023.

  • Disciplined Investments reported no remaining Primerica position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 10 Primerica shares in Q3 2023, an estimated $1.98K.
  • Disciplined Investments first reported a position in Primerica in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Primerica position peaked at $1.98K in Q2 2023.
  • 367 funds tracked by Wall St. Rank held Primerica as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.