First Manhattan’s Primerica PRI Stock Holding History

First Manhattan’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 Q2	–	Sell	-450	Closed	-$114K	–	1128
2024 Q1	$114K	Hold	450	–	–	﹤0.01%	747
2023 Q4	$92.6K	Hold	450	–	–	﹤0.01%	768
2023 Q3	$87.3K	Hold	450	–	–	﹤0.01%	784
2023 Q2	$89K	Hold	450	–	–	﹤0.01%	791
2023 Q1	$77.5K	Hold	450	–	–	﹤0.01%	847
2022 Q4	$63.8K	Hold	450	–	–	﹤0.01%	896
2022 Q3	$55K	Hold	450	–	–	﹤0.01%	920
2022 Q2	$53K	Hold	450	–	–	﹤0.01%	963
2022 Q1	$61K	Hold	450	–	–	﹤0.01%	973
2021 Q4	$68K	Hold	450	–	–	﹤0.01%	935
2021 Q3	$69K	Hold	450	–	–	﹤0.01%	924
2021 Q2	$68K	Sell	450 -50	-10%	-$7.89K	﹤0.01%	918
2021 Q1	$73K	Hold	500	–	–	﹤0.01%	881
2020 Q4	$66K	Hold	500	–	–	﹤0.01%	859
2020 Q3	$56K	Hold	500	–	–	﹤0.01%	866
2020 Q2	$58K	Hold	500	–	–	﹤0.01%	853
2020 Q1	$44K	Hold	500	–	–	﹤0.01%	868
2019 Q4	$65K	Hold	500	–	–	﹤0.01%	861
2019 Q3	$63K	Hold	500	–	–	﹤0.01%	875
2019 Q2	$59K	Hold	500	–	–	﹤0.01%	906
2019 Q1	$61K	Hold	500	–	–	﹤0.01%	917
2018 Q4	$48K	Hold	500	–	–	﹤0.01%	932
2018 Q3	$60K	Hold	500	–	–	﹤0.01%	941
2018 Q2	$49K	Hold	500	–	–	﹤0.01%	957
2018 Q1	$48K	Hold	500	–	–	﹤0.01%	964
2017 Q4	$50K	Hold	500	–	–	﹤0.01%	1006
2017 Q3	$40K	Hold	500	–	–	﹤0.01%	1003
2017 Q2	$37K	Hold	500	–	–	﹤0.01%	989
2017 Q1	$41K	Hold	500	–	–	﹤0.01%	979
2016 Q4	$34K	Sell	500 -12,200	-96%	-$776K	﹤0.01%	989
2016 Q3	$673K	Hold	12,700	–	–	﹤0.01%	474
2016 Q2	$726K	Hold	12,700	–	–	﹤0.01%	469
2016 Q1	$565K	Buy	12,700 +12,200	+2,440%	+$527K	﹤0.01%	486
2015 Q4	$23K	Sell	500 -1,500	-75%	-$73.3K	﹤0.01%	1065
2015 Q3	$90K	Buy	+2,000	New	+$87.6K	﹤0.01%	825

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

First Manhattan's PRI Position: Q2 2024 in Review

First Manhattan sold out of Primerica (PRI) in Q2 2024, closing a stake of 450 shares — an estimated $114K sold.

First Manhattan first reported a position in PRI in Q3 2015 and held it in 35 quarters. The position peaked at $726K in Q2 2016. 408 funds tracked by Wall St. Rank hold PRI as of Q2 2024.

First Manhattan reported no remaining Primerica position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 450 Primerica shares in Q2 2024, an estimated $114K.
First Manhattan first reported a position in Primerica in Q3 2015 and held it in 35 quarters.
First Manhattan's Primerica position peaked at $726K in Q2 2016.
408 funds tracked by Wall St. Rank held Primerica as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.