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Handelsinvest Investeringsforvaltning’s Primerica PRI Stock Holding History

Handelsinvest Investeringsforvaltning’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
Q1 		$270K Sell
1,067
-554
-34% -$131K 0.13% 192
2023
Q4 		$334K Buy
+1,621
New +$331K 0.14% 240

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
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 $3.37T AUM 44.26% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Handelsinvest Investeringsforvaltning's PRI Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its Primerica (PRI) stake by 34% in Q1 2024, selling an estimated $131K and leaving 1,067 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #192.

Handelsinvest Investeringsforvaltning first reported a position in PRI in Q4 2023 and has held it in 2 quarters since. The position peaked at $334K in Q4 2023. 400 funds tracked by Wall St. Rank hold PRI as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 1,067 shares of Primerica worth $270K as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 554 Primerica shares in Q1 2024, an estimated $131K.
  • Primerica made up 0.13% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #192 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in Primerica in Q4 2023 and has held it in 2 quarters since.
  • Handelsinvest Investeringsforvaltning's Primerica position peaked at $334K in Q4 2023.
  • 400 funds tracked by Wall St. Rank held Primerica as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.