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Lee Ainslie’s Primerica PRI Stock Holding History

Lee Ainslie’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
2024
Q1 		– Sell
-2,083
Closed -$429K – 516
2023
Q4 		$429K Buy
2,083
+334
+19% +$68.3K 0.01% 216
2023
Q3 		$339K Sell
1,749
-1,849
-51% -$379K 0.01% 209
2023
Q2 		$712K Sell
3,598
-787
-18% -$145K 0.02% 195
2023
Q1 		$755K Buy
4,385
+100
+2% +$16.4K 0.02% 186
2022
Q4 		$608K Buy
4,285
+308
+8% +$42.9K 0.01% 178
2022
Q3 		$491K Buy
+3,977
New +$504K 0.01% 175
2022
Q1 		– Sell
-1,570
Closed -$241K – 340
2021
Q4 		$241K Sell
1,570
-11,108
-88% -$1.76M ﹤0.01% 88
2021
Q3 		$1.95M Buy
12,678
+3,936
+45% +$586K 0.02% 180
2021
Q2 		$1.34M Buy
8,742
+1,274
+17% +$201K 0.01% 218
2021
Q1 		$1.1M Buy
7,468
+1,906
+34% +$273K 0.01% 234
2020
Q4 		$745K Sell
5,562
-11,772
-68% -$1.48M 0.01% 284
2020
Q3 		$1.96M Sell
17,334
-3,313
-16% -$403K 0.04% 145
2020
Q2 		$2.41M Buy
20,647
+10,006
+94% +$1.06M 0.05% 145
2020
Q1 		$942K Buy
+10,641
New +$1.22M 0.02% 316
2018
Q1 		– Sell
-65,221
Closed -$6.62M – 244
2017
Q4 		$6.62M Buy
65,221
+8,369
+15% +$797K 0.08% 113
2017
Q3 		$4.64M Buy
56,852
+8,930
+19% +$697K 0.06% 90
2017
Q2 		$3.63M Buy
+47,922
New +$3.76M 0.05% 89

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 $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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 $3.37T AUM 44.26% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Lee Ainslie's PRI Position: Q1 2024 in Review

Lee Ainslie sold out of Primerica (PRI) in Q1 2024, closing a stake of 2,083 shares — an estimated $429K sold.

Lee Ainslie first reported a position in PRI in Q2 2017 and held it in 17 quarters. The position peaked at $6.62M in Q4 2017. 401 funds tracked by Wall St. Rank hold PRI as of Q1 2024.

  • Lee Ainslie reported no remaining Primerica position as of Q1 2024 after selling out during the quarter.
  • Lee Ainslie sold 2,083 Primerica shares in Q1 2024, an estimated $429K.
  • Lee Ainslie first reported a position in Primerica in Q2 2017 and held it in 17 quarters.
  • Lee Ainslie's Primerica position peaked at $6.62M in Q4 2017.
  • 401 funds tracked by Wall St. Rank held Primerica as of Q1 2024.

Based on Maverick Capital's 13F filing for Q1 2024, filed 15 May 2024.