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Donoghue Forlines’s Primerica PRI Stock Holding History

Donoghue Forlines’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
2024
Q1 		– Sell
-6,366
Closed -$1.31M – 258
2023
Q4 		$1.31M Sell
6,366
-239
-4% -$48.8K 0.41% 73
2023
Q3 		$1.28M Sell
6,605
-29
-0.4% -$5.94K 0.46% 58
2023
Q2 		$1.31M Sell
6,634
-276
-4% -$50.7K 0.41% 54
2023
Q1 		$1.19M Buy
+6,910
New +$1.13M 0.43% 68

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
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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Donoghue Forlines's PRI Position: Q1 2024 in Review

Donoghue Forlines sold out of Primerica (PRI) in Q1 2024, closing a stake of 6,366 shares — an estimated $1.31M sold.

Donoghue Forlines first reported a position in PRI in Q1 2023 and held it in 4 quarters. The position peaked at $1.31M in Q2 2023. 400 funds tracked by Wall St. Rank hold PRI as of Q1 2024.

  • Donoghue Forlines reported no remaining Primerica position as of Q1 2024 after selling out during the quarter.
  • Donoghue Forlines sold 6,366 Primerica shares in Q1 2024, an estimated $1.31M.
  • Donoghue Forlines first reported a position in Primerica in Q1 2023 and held it in 4 quarters.
  • Donoghue Forlines's Primerica position peaked at $1.31M in Q2 2023.
  • 400 funds tracked by Wall St. Rank held Primerica as of Q1 2024.

Based on Donoghue Forlines's 13F filing for Q1 2024, filed 7 May 2024.