Eagle Bay Advisors’s Primerica PRI Stock Holding History

Eagle Bay Advisors’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
2022 Q1	–	Sell	-400	Closed	-$61K	–	796
2021 Q4	$61K	Buy	+400	New	+$63.4K	0.04%	320

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Eagle Bay Advisors's PRI Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Primerica (PRI) in Q1 2025, closing a stake of 414 shares — an estimated $112K sold.

Eagle Bay Advisors first reported a position in PRI in Q2 2021 and held it in 14 quarters. The position peaked at $112K in Q4 2024. 509 funds tracked by Wall St. Rank hold PRI as of Q1 2025.

Eagle Bay Advisors reported no remaining Primerica position as of Q1 2025 after selling out during the quarter.
Eagle Bay Advisors sold 414 Primerica shares in Q1 2025, an estimated $112K.
Eagle Bay Advisors first reported a position in Primerica in Q2 2021 and held it in 14 quarters.
Eagle Bay Advisors's Primerica position peaked at $112K in Q4 2024.
509 funds tracked by Wall St. Rank held Primerica as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.