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Lakewood Capital Management’s Primerica PRI Stock Holding History

Lakewood 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
2013
Q3 		– Sell
-398,630
Closed -$14.9M – 56
2013
Q2 		$14.9M Buy
+398,630
New +$13.8M 1.02% 32

Other funds holding PRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lakewood Capital Management's PRI Position: Q3 2013 in Review

Lakewood Capital Management sold out of Primerica (PRI) in Q3 2013, closing a stake of 398,630 shares — an estimated $14.9M sold.

Lakewood Capital Management first reported a position in PRI in Q2 2013 and held it in 1 quarter. The position peaked at $14.9M in Q2 2013. 156 funds tracked by Wall St. Rank hold PRI as of Q3 2013.

  • Lakewood Capital Management reported no remaining Primerica position as of Q3 2013 after selling out during the quarter.
  • Lakewood Capital Management sold 398,630 Primerica shares in Q3 2013, an estimated $14.9M.
  • Lakewood Capital Management first reported a position in Primerica in Q2 2013 and held it in 1 quarter.
  • Lakewood Capital Management's Primerica position peaked at $14.9M in Q2 2013.
  • 156 funds tracked by Wall St. Rank held Primerica as of Q3 2013.

Based on Lakewood Capital Management's 13F filing for Q3 2013, filed 14 Nov 2013.