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Lion Street Advisors’s Primoris Services PRIM Stock Holding History

Lion Street Advisors’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,060
Closed -$17K – 311
2020
Q1 		$17K Buy
+1,060
New +$20.7K 0.09% 115

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Lion Street Advisors's PRIM Position: Q2 2020 in Review

Lion Street Advisors sold out of Primoris Services (PRIM) in Q2 2020, closing a stake of 1,060 shares — an estimated $17K sold.

Lion Street Advisors first reported a position in PRIM in Q1 2020 and held it in 1 quarter. The position peaked at $17K in Q1 2020. 145 funds tracked by Wall St. Rank hold PRIM as of Q2 2020.

  • Lion Street Advisors reported no remaining Primoris Services position as of Q2 2020 after selling out during the quarter.
  • Lion Street Advisors sold 1,060 Primoris Services shares in Q2 2020, an estimated $17K.
  • Lion Street Advisors first reported a position in Primoris Services in Q1 2020 and held it in 1 quarter.
  • Lion Street Advisors's Primoris Services position peaked at $17K in Q1 2020.
  • 145 funds tracked by Wall St. Rank held Primoris Services as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.