KB Financial Partners’s Primerica PRI Stock Holding History

KB Financial 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 Q3	$976K	Buy	5,031 +5	+0.1%	+$1.02K	0.28%	40
2023 Q2	$994K	Buy	5,026 +60	+1%	+$11K	0.27%	40
2023 Q1	$855K	Buy	4,966 +171	+4%	+$28K	0.25%	36
2022 Q4	$680K	Sell	4,795 -344	-7%	-$47.9K	0.23%	59
2022 Q3	$634K	Buy	5,139 +852	+20%	+$108K	0.23%	52
2022 Q2	$513K	Buy	4,287 +7	+0.2%	+$880	0.18%	64
2022 Q1	$586K	Buy	4,280 +744	+21%	+$106K	0.16%	59
2021 Q4	$542K	Buy	3,536 +831	+31%	+$132K	0.16%	64
2021 Q3	$416K	Buy	2,705 +436	+19%	+$64.9K	0.15%	87
2021 Q2	$348K	Buy	2,269 +588	+35%	+$92.8K	0.13%	95
2021 Q1	$248K	Buy	+1,681	New	+$241K	0.11%	104

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

KB Financial Partners's PRI Position: Q3 2023 in Review

KB Financial Partners increased its Primerica (PRI) stake by 0.1% in Q3 2023, buying an estimated $1.02K and bringing the position to 5,031 shares worth $976K. The position accounts for 0.28% of the portfolio, ranked #40.

KB Financial Partners first reported a position in PRI in Q1 2021 and has held it in 11 quarters since. The position peaked at $994K in Q2 2023. 367 funds tracked by Wall St. Rank hold PRI as of Q3 2023.

KB Financial Partners held 5,031 shares of Primerica worth $976K as of Q3 2023.
KB Financial Partners bought 5 Primerica shares in Q3 2023, an estimated $1.02K.
Primerica made up 0.28% of KB Financial Partners's portfolio in Q3 2023, its #40 holding.
KB Financial Partners first reported a position in Primerica in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's Primerica position peaked at $994K in Q2 2023.
367 funds tracked by Wall St. Rank held Primerica as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.