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Horizon Investment Services’s Primerica PRI Stock Holding History

Horizon Investment Services’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
2017
Q3 		– Sell
-19,632
Closed -$1.49M – 112
2017
Q2 		$1.49M Buy
19,632
+7,309
+59% +$573K 0.67% 44
2017
Q1 		$1.01M Buy
+12,323
New +$961K 0.45% 49

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Horizon Investment Services's PRI Position: Q3 2017 in Review

Horizon Investment Services sold out of Primerica (PRI) in Q3 2017, closing a stake of 19,632 shares — an estimated $1.49M sold.

Horizon Investment Services first reported a position in PRI in Q1 2017 and held it in 2 quarters. The position peaked at $1.49M in Q2 2017. 258 funds tracked by Wall St. Rank hold PRI as of Q3 2017.

  • Horizon Investment Services reported no remaining Primerica position as of Q3 2017 after selling out during the quarter.
  • Horizon Investment Services sold 19,632 Primerica shares in Q3 2017, an estimated $1.49M.
  • Horizon Investment Services first reported a position in Primerica in Q1 2017 and held it in 2 quarters.
  • Horizon Investment Services's Primerica position peaked at $1.49M in Q2 2017.
  • 258 funds tracked by Wall St. Rank held Primerica as of Q3 2017.

Based on Horizon Investment Services's 13F filing for Q3 2017, filed 13 Nov 2017.