Interval Partners’s Primerica PRI Stock Holding History

Interval 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
2023 Q1	–	Sell	-5,640	Closed	-$800K	–	325
2022 Q4	$800K	Buy	+5,640	New	+$786K	0.05%	191

Other funds holding PRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Interval Partners's PRI Position: Q1 2023 in Review

Interval Partners sold out of Primerica (PRI) in Q1 2023, closing a stake of 5,640 shares — an estimated $800K sold.

Interval Partners first reported a position in PRI in Q4 2022 and held it in 1 quarter. The position peaked at $800K in Q4 2022. 351 funds tracked by Wall St. Rank hold PRI as of Q1 2023.

Interval Partners reported no remaining Primerica position as of Q1 2023 after selling out during the quarter.
Interval Partners sold 5,640 Primerica shares in Q1 2023, an estimated $800K.
Interval Partners first reported a position in Primerica in Q4 2022 and held it in 1 quarter.
Interval Partners's Primerica position peaked at $800K in Q4 2022.
351 funds tracked by Wall St. Rank held Primerica as of Q1 2023.

Based on Interval Partners's 13F filing for Q1 2023, filed 15 May 2023.