KeyBank National Association
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KeyBank National Association’s Primerica PRI Stock Holding History

KeyBank National Association’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 		– Sell
-1,910
Closed -$378K – 1061
2023
Q2 		$378K Sell
1,910
-310
-14% -$56.9K ﹤0.01% 805
2023
Q1 		$382K Sell
2,220
-855
-28% -$140K ﹤0.01% 802
2022
Q4 		$436K Buy
3,075
+1,135
+59% +$158K ﹤0.01% 739
2022
Q3 		$239K Buy
+1,940
New +$246K ﹤0.01% 928
2015
Q1 		– Sell
-18,337
Closed -$995K – 1242
2014
Q4 		$995K Sell
18,337
-200
-1% -$10.2K 0.01% 631
2014
Q3 		$894K Sell
18,537
-12,700
-41% -$614K 0.01% 660
2014
Q2 		$1.5M Sell
31,237
-345
-1% -$15.8K 0.01% 516
2014
Q1 		$1.49M Buy
31,582
+1,900
+6% +$84.4K 0.01% 508
2013
Q4 		$1.27M Buy
29,682
+11,975
+68% +$508K 0.01% 560
2013
Q3 		$714K Sell
17,707
-218,455
-93% -$8.65M ﹤0.01% 757
2013
Q2 		$8.84M Buy
+236,162
New +$8.15M 0.03% 434

Other funds holding PRI

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

KeyBank National Association's PRI Position: Q3 2023 in Review

KeyBank National Association sold out of Primerica (PRI) in Q3 2023, closing a stake of 1,910 shares — an estimated $378K sold.

KeyBank National Association first reported a position in PRI in Q2 2013 and held it in 11 quarters. The position peaked at $8.84M in Q2 2013. 367 funds tracked by Wall St. Rank hold PRI as of Q3 2023.

  • KeyBank National Association reported no remaining Primerica position as of Q3 2023 after selling out during the quarter.
  • KeyBank National Association sold 1,910 Primerica shares in Q3 2023, an estimated $378K.
  • KeyBank National Association first reported a position in Primerica in Q2 2013 and held it in 11 quarters.
  • KeyBank National Association's Primerica position peaked at $8.84M in Q2 2013.
  • 367 funds tracked by Wall St. Rank held Primerica as of Q3 2023.

Based on KeyBank National Association's 13F filing for Q3 2023, filed 8 Nov 2023.