Eaton Vance Management’s Primerica PRI Stock Holding History

Eaton Vance Management’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 Q3	$3.02M	Buy	24,502 +74	+0.3%	+$9.38K	﹤0.01%	918
2022 Q2	$2.92M	Buy	24,428 +698	+3%	+$87.8K	﹤0.01%	961
2022 Q1	$3.25M	Sell	23,730 -11,153	-32%	-$1.58M	﹤0.01%	1021
2021 Q4	$5.35M	Buy	34,883 +26,026	+294%	+$4.13M	0.01%	770
2021 Q3	$1.3M	Buy	8,857 +43	+0.5%	+$6.4K	﹤0.01%	1025
2021 Q2	$1.35M	Sell	8,814 -56	-0.6%	-$8.84K	﹤0.01%	1103
2021 Q1	$1.31M	Buy	8,870 +427	+5%	+$61.2K	﹤0.01%	1072
2020 Q4	$1.13M	Hold	8,443	–	–	﹤0.01%	1054
2020 Q3	$955K	Hold	8,443	–	–	﹤0.01%	997
2020 Q2	$984K	Hold	8,443	–	–	﹤0.01%	967
2020 Q1	$747K	Buy	8,443 +3	+0%	+$343	﹤0.01%	978
2019 Q4	$1.1M	Sell	8,440 -5	-0.1%	-$646	﹤0.01%	959
2019 Q3	$1.07M	Buy	8,445 +5	+0.1%	+$603	﹤0.01%	937
2019 Q2	$1.01M	Buy	+8,440	New	+$1.04M	﹤0.01%	955

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

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

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Eaton Vance Management's PRI Position: Q3 2022 in Review

Eaton Vance Management increased its Primerica (PRI) stake by 0.3% in Q3 2022, buying an estimated $9.38K and bringing the position to 24,502 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Eaton Vance Management first reported a position in PRI in Q2 2019 and has held it in 14 quarters since. The position peaked at $5.35M in Q4 2021. 301 funds tracked by Wall St. Rank hold PRI as of Q3 2022.

Eaton Vance Management held 24,502 shares of Primerica worth $3.02M as of Q3 2022.
Eaton Vance Management bought 74 Primerica shares in Q3 2022, an estimated $9.38K.
Primerica made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #918 holding.
Eaton Vance Management first reported a position in Primerica in Q2 2019 and has held it in 14 quarters since.
Eaton Vance Management's Primerica position peaked at $5.35M in Q4 2021.
301 funds tracked by Wall St. Rank held Primerica as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.