EIP
PRI icon

Epoch Investment Partners’s Primerica PRI Stock Holding History

Epoch Investment Partners’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
Q4 		– Sell
-73,892
Closed -$9.12M – 436
2022
Q3 		$9.12M Sell
73,892
-9,950
-12% -$1.26M 0.06% 262
2022
Q2 		$10M Buy
83,842
+12,570
+18% +$1.58M 0.06% 257
2022
Q1 		$9.75M Buy
71,272
+11,707
+20% +$1.66M 0.05% 282
2021
Q4 		$9.13M Buy
59,565
+1,403
+2% +$222K 0.05% 283
2021
Q3 		$8.94M Hold
58,162
– – 0.05% 274
2021
Q2 		$8.91M Buy
58,162
+572
+1% +$90.3K 0.05% 271
2021
Q1 		$8.51M Buy
57,590
+10,871
+23% +$1.56M 0.04% 257
2020
Q4 		$6.26M Buy
+46,719
New +$5.87M 0.03% 266

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Epoch Investment Partners's PRI Position: Q4 2022 in Review

Epoch Investment Partners sold out of Primerica (PRI) in Q4 2022, closing a stake of 73,892 shares — an estimated $9.12M sold.

Epoch Investment Partners first reported a position in PRI in Q4 2020 and held it in 8 quarters. The position peaked at $10M in Q2 2022. 320 funds tracked by Wall St. Rank hold PRI as of Q4 2022.

  • Epoch Investment Partners reported no remaining Primerica position as of Q4 2022 after selling out during the quarter.
  • Epoch Investment Partners sold 73,892 Primerica shares in Q4 2022, an estimated $9.12M.
  • Epoch Investment Partners first reported a position in Primerica in Q4 2020 and held it in 8 quarters.
  • Epoch Investment Partners's Primerica position peaked at $10M in Q2 2022.
  • 320 funds tracked by Wall St. Rank held Primerica as of Q4 2022.

Based on Epoch Investment Partners's 13F filing for Q4 2022, filed 13 Feb 2023.