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Liberty Mutual Group Asset Management’s Primerica PRI Stock Holding History

Liberty Mutual Group Asset 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
2018
Q4 		– Sell
-8,775
Closed -$1.06M – 600
2018
Q3 		$1.06M Hold
8,775
– – 0.02% 357
2018
Q2 		$874K Buy
8,775
+60
+0.7% +$5.87K 0.02% 447
2018
Q1 		$842K Sell
8,715
-2,680
-24% -$269K 0.03% 465
2017
Q4 		$1.16M Sell
11,395
-507
-4% -$48.3K 0.03% 379
2017
Q3 		$971K Sell
11,902
-6,695
-36% -$523K 0.05% 467
2017
Q2 		$1.41M Sell
18,597
-2,090
-10% -$164K 0.06% 467
2017
Q1 		$1.7M Sell
20,687
-541
-3% -$42.2K 0.07% 405
2016
Q4 		$1.47M Buy
21,228
+641
+3% +$40.8K 0.05% 510
2016
Q3 		$1.09M Sell
20,587
-279
-1% -$15.4K 0.04% 635
2016
Q2 		$1.2M Buy
20,866
+1,686
+9% +$87.5K 0.04% 570
2016
Q1 		$853K Sell
19,180
-12,799
-40% -$553K 0.04% 667
2015
Q4 		$1.51M Buy
31,979
+10,852
+51% +$531K 0.06% 489
2015
Q3 		$953K Sell
21,127
-539
-2% -$23.6K 0.04% 888
2015
Q2 		$990K Buy
21,666
+3,921
+22% +$183K 0.03% 907
2015
Q1 		$902K Buy
17,745
+254
+1% +$13.2K 0.03% 889
2014
Q4 		$951K Sell
17,491
-163
-0.9% -$8.31K 0.03% 855
2014
Q3 		$850K Buy
17,654
+274
+2% +$13.2K 0.03% 902
2014
Q2 		$832K Buy
17,380
+1
+0% +$46 0.03% 904
2014
Q1 		$819K Buy
17,379
+5,450
+46% +$242K 0.03% 893
2013
Q4 		$512K Sell
11,929
-5,136
-30% -$218K 0.02% 954
2013
Q3 		$688K Sell
17,065
-1,915
-10% -$75.8K 0.03% 776
2013
Q2 		$711K Buy
+18,980
New +$655K 0.03% 719

Other funds holding PRI

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
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
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

Liberty Mutual Group Asset Management's PRI Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Primerica (PRI) in Q4 2018, closing a stake of 8,775 shares — an estimated $1.06M sold.

Liberty Mutual Group Asset Management first reported a position in PRI in Q2 2013 and held it in 22 quarters. The position peaked at $1.7M in Q1 2017. 273 funds tracked by Wall St. Rank hold PRI as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Primerica position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 8,775 Primerica shares in Q4 2018, an estimated $1.06M.
  • Liberty Mutual Group Asset Management first reported a position in Primerica in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Primerica position peaked at $1.7M in Q1 2017.
  • 273 funds tracked by Wall St. Rank held Primerica as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.