DI
PRIM icon

Disciplined Investments’s Primoris Services PRIM Stock Holding History

Disciplined Investments’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
2022
Q3 		– Sell
-2
Closed – – 1524
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1541
2022
Q1 		$0 Buy
+2
New +$51 ﹤0.01% 1558

Other funds holding PRIM

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Disciplined Investments's PRIM Position: Q3 2022 in Review

Disciplined Investments sold out of Primoris Services (PRIM) in Q3 2022, closing a stake of 2 shares.

Disciplined Investments first reported a position in PRIM in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 176 funds tracked by Wall St. Rank hold PRIM as of Q3 2022.

  • Disciplined Investments reported no remaining Primoris Services position as of Q3 2022 after selling out during the quarter.
  • Disciplined Investments sold 2 Primoris Services shares in Q3 2022.
  • Disciplined Investments first reported a position in Primoris Services in Q1 2022 and held it in 2 quarters.
  • Disciplined Investments's Primoris Services position peaked at $0 in Q2 2022.
  • 176 funds tracked by Wall St. Rank held Primoris Services as of Q3 2022.

Based on Disciplined Investments's 13F filing for Q3 2022, filed 3 Nov 2022.