ICP
PRI icon

Interchange Capital Partners’s Primerica PRI Stock Holding History

Interchange Capital Partners’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
Q1 		– Sell
-166
Closed -$22K – 879
2020
Q4 		$22K Buy
+166
New +$20.9K 0.01% 605

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Interchange Capital Partners's PRI Position: Q1 2021 in Review

Interchange Capital Partners sold out of Primerica (PRI) in Q1 2021, closing a stake of 166 shares — an estimated $22K sold.

Interchange Capital Partners first reported a position in PRI in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 321 funds tracked by Wall St. Rank hold PRI as of Q1 2021.

  • Interchange Capital Partners reported no remaining Primerica position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 166 Primerica shares in Q1 2021, an estimated $22K.
  • Interchange Capital Partners first reported a position in Primerica in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Primerica position peaked at $22K in Q4 2020.
  • 321 funds tracked by Wall St. Rank held Primerica as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.