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Johnson Financial Group Inc (Wisconsin)’s Primerica PRI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		– Sell
-528
Closed -$109K – 948
2023
Q4 		$109K Sell
528
-104
-16% -$21.3K 0.01% 367
2023
Q3 		$123K Sell
632
-145
-19% -$29.7K 0.01% 289
2023
Q2 		$154K Hold
777
– – 0.01% 289
2023
Q1 		$134K Buy
+777
New +$127K 0.01% 310

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BAMCO Inc
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s PRI Position: Q1 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Primerica (PRI) in Q1 2024, closing a stake of 528 shares — an estimated $109K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in PRI in Q1 2023 and held it in 4 quarters. The position peaked at $154K in Q2 2023. 400 funds tracked by Wall St. Rank hold PRI as of Q1 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Primerica position as of Q1 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 528 Primerica shares in Q1 2024, an estimated $109K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Primerica in Q1 2023 and held it in 4 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Primerica position peaked at $154K in Q2 2023.
  • 400 funds tracked by Wall St. Rank held Primerica as of Q1 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2024, filed 14 May 2024.