Lee Financial’s Primerica PRI Stock Holding History

Lee Financial’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
2018 Q3	–	Sell	-107	Closed	-$11K	–	650
2018 Q2	$11K	Hold	107	–	–	﹤0.01%	457
2018 Q1	$10K	Buy	+107	New	+$10.7K	﹤0.01%	475

Other funds holding PRI

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Lee Financial's PRI Position: Q3 2018 in Review

Lee Financial sold out of Primerica (PRI) in Q3 2018, closing a stake of 107 shares — an estimated $11K sold.

Lee Financial first reported a position in PRI in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q2 2018. 268 funds tracked by Wall St. Rank hold PRI as of Q3 2018.

Lee Financial reported no remaining Primerica position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 107 Primerica shares in Q3 2018, an estimated $11K.
Lee Financial first reported a position in Primerica in Q1 2018 and held it in 2 quarters.
Lee Financial's Primerica position peaked at $11K in Q2 2018.
268 funds tracked by Wall St. Rank held Primerica as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.