Institutional & Family Asset Management’s Primerica PRI Stock Holding History

Institutional & Family Asset Management’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 Q2	$8.52K	Hold	36	–	–	﹤0.01%	440
2024 Q1	$9.11K	Hold	36	–	–	﹤0.01%	423
2023 Q4	$7.41K	Hold	36	–	–	﹤0.01%	431
2023 Q3	$6.98K	Hold	36	–	–	﹤0.01%	414
2023 Q2	$7.12K	Hold	36	–	–	﹤0.01%	422
2023 Q1	$6.2K	Hold	36	–	–	﹤0.01%	448
2022 Q4	$5.11K	Hold	36	–	–	﹤0.01%	468
2022 Q3	$4K	Hold	36	–	–	﹤0.01%	515
2022 Q2	$4K	Hold	36	–	–	﹤0.01%	527
2022 Q1	$5K	Hold	36	–	–	﹤0.01%	549
2021 Q4	$6K	Hold	36	–	–	﹤0.01%	535
2021 Q3	$6K	Hold	36	–	–	﹤0.01%	635
2021 Q2	$6K	Hold	36	–	–	﹤0.01%	686
2021 Q1	$5K	Sell	36 -18	-33%	-$2.58K	﹤0.01%	693
2020 Q4	$7K	Hold	54	–	–	﹤0.01%	602
2020 Q3	$6K	Sell	54 -20	-27%	-$2.43K	﹤0.01%	565
2020 Q2	$9K	Sell	74 -29	-28%	-$3.08K	﹤0.01%	504
2020 Q1	$9K	Sell	103 -6	-6%	-$686	﹤0.01%	470
2019 Q4	$14K	Hold	109	–	–	﹤0.01%	466
2019 Q3	$14K	Buy	109 +16	+17%	+$1.93K	﹤0.01%	440
2019 Q2	$11K	Hold	93	–	–	﹤0.01%	489
2019 Q1	$11K	Hold	93	–	–	﹤0.01%	492
2018 Q4	$9K	Hold	93	–	–	﹤0.01%	499
2018 Q3	$11K	Hold	93	–	–	﹤0.01%	522
2018 Q2	$9K	Hold	93	–	–	﹤0.01%	548
2018 Q1	$9K	Buy	+93	New	+$9.34K	﹤0.01%	529

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's PRI Position: Q2 2024 in Review

Institutional & Family Asset Management held its Primerica (PRI) position steady in Q2 2024 at 36 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Institutional & Family Asset Management first reported a position in PRI in Q1 2018 and has held it in 26 quarters since. The position peaked at $14K in Q4 2019. 408 funds tracked by Wall St. Rank hold PRI as of Q2 2024.

Institutional & Family Asset Management held 36 shares of Primerica worth $8.52K as of Q2 2024.
Institutional & Family Asset Management left its Primerica share count unchanged in Q2 2024.
Primerica made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #440 holding.
Institutional & Family Asset Management first reported a position in Primerica in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Primerica position peaked at $14K in Q4 2019.
408 funds tracked by Wall St. Rank held Primerica as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.