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Kaizen Advisory’s Primerica PRI Stock Holding History

Kaizen Advisory’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
2018
Q3 		– Sell
-11,199
Closed -$1.11M – 607
2018
Q2 		$1.11M Buy
11,199
+10,607
+1,792% +$1.04M 0.57% 58
2018
Q1 		$57K Sell
592
-12,844
-96% -$1.29M 0.06% 186
2017
Q4 		$1.36M Buy
+13,436
New +$1.28M 0.81% 27

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Kaizen Advisory's PRI Position: Q3 2018 in Review

Kaizen Advisory sold out of Primerica (PRI) in Q3 2018, closing a stake of 11,199 shares — an estimated $1.11M sold.

Kaizen Advisory first reported a position in PRI in Q4 2017 and held it in 3 quarters. The position peaked at $1.36M in Q4 2017. 268 funds tracked by Wall St. Rank hold PRI as of Q3 2018.

  • Kaizen Advisory reported no remaining Primerica position as of Q3 2018 after selling out during the quarter.
  • Kaizen Advisory sold 11,199 Primerica shares in Q3 2018, an estimated $1.11M.
  • Kaizen Advisory first reported a position in Primerica in Q4 2017 and held it in 3 quarters.
  • Kaizen Advisory's Primerica position peaked at $1.36M in Q4 2017.
  • 268 funds tracked by Wall St. Rank held Primerica as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.