Horan Securities’s Primerica PRI Stock Holding History

Horan Securities’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
2022 Q3	–	Sell	-57	Closed	-$7K	–	747
2022 Q2	$7K	Buy	+57	New	+$7.17K	﹤0.01%	382

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

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

BlackRock New York $5.72T AUM 30.48% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Horan Securities's PRI Position: Q3 2022 in Review

Horan Securities sold out of Primerica (PRI) in Q3 2022, closing a stake of 57 shares — an estimated $7K sold.

Horan Securities first reported a position in PRI in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 301 funds tracked by Wall St. Rank hold PRI as of Q3 2022.

Horan Securities reported no remaining Primerica position as of Q3 2022 after selling out during the quarter.
Horan Securities sold 57 Primerica shares in Q3 2022, an estimated $7K.
Horan Securities first reported a position in Primerica in Q2 2022 and held it in 1 quarter.
Horan Securities's Primerica position peaked at $7K in Q2 2022.
301 funds tracked by Wall St. Rank held Primerica as of Q3 2022.

Based on Horan Securities's 13F filing for Q3 2022, filed 12 Oct 2022.