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Jupiter Investment Management’s Primerica PRI Stock Holding History

Jupiter Investment 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
2017
Q4 		– Sell
-122,217
Closed -$9.97M – 420
2017
Q3 		$9.97M Sell
122,217
-215,659
-64% -$16.8M 0.1% 138
2017
Q2 		$25.6M Sell
337,876
-51,357
-13% -$4.03M 0.31% 90
2017
Q1 		$32M Buy
389,233
+35,902
+10% +$2.8M 0.45% 67
2016
Q4 		$24.4M Buy
353,331
+4,810
+1% +$306K 0.42% 68
2016
Q3 		$18.5M Buy
348,521
+96,667
+38% +$5.34M 0.32% 74
2016
Q2 		$14.4M Sell
251,854
-21,920
-8% -$1.14M 0.27% 99
2016
Q1 		$12.2M Buy
273,774
+92,541
+51% +$4M 0.25% 112
2015
Q4 		$8.56M Buy
181,233
+19,880
+12% +$972K 0.23% 107
2015
Q3 		$7.27M Buy
161,353
+106,039
+192% +$4.64M 0.21% 114
2015
Q2 		$2.53M Buy
55,314
+27,419
+98% +$1.28M 0.07% 130
2015
Q1 		$1.42M Buy
+27,895
New +$1.45M 0.05% 207

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Jupiter Investment Management's PRI Position: Q4 2017 in Review

Jupiter Investment Management sold out of Primerica (PRI) in Q4 2017, closing a stake of 122,217 shares — an estimated $9.97M sold.

Jupiter Investment Management first reported a position in PRI in Q1 2015 and held it in 11 quarters. The position peaked at $32M in Q1 2017. 285 funds tracked by Wall St. Rank hold PRI as of Q4 2017.

  • Jupiter Investment Management reported no remaining Primerica position as of Q4 2017 after selling out during the quarter.
  • Jupiter Investment Management sold 122,217 Primerica shares in Q4 2017, an estimated $9.97M.
  • Jupiter Investment Management first reported a position in Primerica in Q1 2015 and held it in 11 quarters.
  • Jupiter Investment Management's Primerica position peaked at $32M in Q1 2017.
  • 285 funds tracked by Wall St. Rank held Primerica as of Q4 2017.

Based on Jupiter Investment Management's 13F filing for Q4 2017, filed 8 Feb 2018.