Ergoteles’s Primoris Services PRIM Stock Holding History

Ergoteles’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 Q4	–	Sell	-12,602	Closed	-$205K	–	1794
2022 Q3	$205K	Buy	+12,602	New	+$263K	0.01%	1165

Other funds holding PRIM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

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

Ergoteles's PRIM Position: Q4 2022 in Review

Ergoteles sold out of Primoris Services (PRIM) in Q4 2022, closing a stake of 12,602 shares — an estimated $205K sold.

Ergoteles first reported a position in PRIM in Q3 2022 and held it in 1 quarter. The position peaked at $205K in Q3 2022. 179 funds tracked by Wall St. Rank hold PRIM as of Q4 2022.

Ergoteles reported no remaining Primoris Services position as of Q4 2022 after selling out during the quarter.
Ergoteles sold 12,602 Primoris Services shares in Q4 2022, an estimated $205K.
Ergoteles first reported a position in Primoris Services in Q3 2022 and held it in 1 quarter.
Ergoteles's Primoris Services position peaked at $205K in Q3 2022.
179 funds tracked by Wall St. Rank held Primoris Services as of Q4 2022.

Based on Ergoteles's 13F filing for Q4 2022, filed 14 Feb 2023.