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Kennedy Capital Management’s Primerica PRI Stock Holding History

Kennedy Capital 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
2019
Q2 		– Sell
-20,932
Closed -$2.56M – 722
2019
Q1 		$2.56M Sell
20,932
-19,717
-49% -$2.27M 0.06% 494
2018
Q4 		$3.97M Sell
40,649
-38,084
-48% -$4.24M 0.1% 385
2018
Q3 		$9.49M Buy
78,733
+2,188
+3% +$254K 0.18% 192
2018
Q2 		$7.62M Buy
+76,545
New +$7.49M 0.14% 254

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kennedy Capital Management's PRI Position: Q2 2019 in Review

Kennedy Capital Management sold out of Primerica (PRI) in Q2 2019, closing a stake of 20,932 shares — an estimated $2.56M sold.

Kennedy Capital Management first reported a position in PRI in Q2 2018 and held it in 4 quarters. The position peaked at $9.49M in Q3 2018. 303 funds tracked by Wall St. Rank hold PRI as of Q2 2019.

  • Kennedy Capital Management reported no remaining Primerica position as of Q2 2019 after selling out during the quarter.
  • Kennedy Capital Management sold 20,932 Primerica shares in Q2 2019, an estimated $2.56M.
  • Kennedy Capital Management first reported a position in Primerica in Q2 2018 and held it in 4 quarters.
  • Kennedy Capital Management's Primerica position peaked at $9.49M in Q3 2018.
  • 303 funds tracked by Wall St. Rank held Primerica as of Q2 2019.

Based on Kennedy Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.