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Harbor Investment Advisory’s Primerica PRI Stock Holding History

Harbor Investment Advisory’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
2021
Q2 		– Sell
-143
Closed -$21K – 1296
2021
Q1 		$21K Hold
143
– – ﹤0.01% 871
2020
Q4 		$19K Buy
143
+42
+42% +$5.28K ﹤0.01% 838
2020
Q3 		$11K Buy
101
+52
+106% +$6.32K ﹤0.01% 840
2020
Q2 		$6K Hold
49
– – ﹤0.01% 854
2020
Q1 		$4K Buy
+49
New +$5.6K ﹤0.01% 881

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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harbor Investment Advisory's PRI Position: Q2 2021 in Review

Harbor Investment Advisory sold out of Primerica (PRI) in Q2 2021, closing a stake of 143 shares — an estimated $21K sold.

Harbor Investment Advisory first reported a position in PRI in Q1 2020 and held it in 5 quarters. The position peaked at $21K in Q1 2021. 318 funds tracked by Wall St. Rank hold PRI as of Q2 2021.

  • Harbor Investment Advisory reported no remaining Primerica position as of Q2 2021 after selling out during the quarter.
  • Harbor Investment Advisory sold 143 Primerica shares in Q2 2021, an estimated $21K.
  • Harbor Investment Advisory first reported a position in Primerica in Q1 2020 and held it in 5 quarters.
  • Harbor Investment Advisory's Primerica position peaked at $21K in Q1 2021.
  • 318 funds tracked by Wall St. Rank held Primerica as of Q2 2021.

Based on Harbor Investment Advisory's 13F filing for Q2 2021, filed 27 Jul 2021.