Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Primerica PRI Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2014
Q1 		– Sell
-12,084
Closed -$519K – 627
2013
Q4 		$519K Buy
12,084
+27
+0.2% +$1.15K ﹤0.01% 540
2013
Q3 		$486K Sell
12,057
-2,240
-16% -$88.7K ﹤0.01% 555
2013
Q2 		$535K Buy
+14,297
New +$493K ﹤0.01% 534

Other funds holding PRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s PRI Position: Q1 2014 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Primerica (PRI) in Q1 2014, closing a stake of 12,084 shares — an estimated $519K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in PRI in Q2 2013 and held it in 3 quarters. The position peaked at $535K in Q2 2013. 174 funds tracked by Wall St. Rank hold PRI as of Q1 2014.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Primerica position as of Q1 2014 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 12,084 Primerica shares in Q1 2014, an estimated $519K.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Primerica in Q2 2013 and held it in 3 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Primerica position peaked at $535K in Q2 2013.
  • 174 funds tracked by Wall St. Rank held Primerica as of Q1 2014.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2014, filed 14 May 2014.