James Investment Research’s Primoris Services PRIM Stock Holding History

James Investment Research’s Portfolio PRIM Stock Details PRIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-13,490	Closed	-$323K	–	538
2021 Q4	$323K	Hold	13,490	–	–	0.03%	238
2021 Q3	$330K	Sell	13,490 -1,240	-8%	-$33.3K	0.03%	229
2021 Q2	$434K	Buy	+14,730	New	+$475K	0.04%	225
2018 Q4	–	Sell	-10,200	Closed	-$253K	–	875
2018 Q3	$253K	Sell	10,200 -4,600	-31%	-$121K	0.01%	565
2018 Q2	$403K	Sell	14,800 -9,600	-39%	-$255K	0.02%	540
2018 Q1	$610K	Sell	24,400 -73,140	-75%	-$1.88M	0.02%	496
2017 Q4	$2.65M	Buy	+97,540	New	+$2.71M	0.09%	195

Other funds holding PRIM

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

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

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return