Loomis, Sayles & Company
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Loomis, Sayles & Company’s Primerica PRI Stock Holding History

Loomis, Sayles & Company’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
-17
Closed -$3K – 909
2023
Q4 		$3K Buy
17
+5
+42% +$1.02K ﹤0.01% 938
2023
Q3 		$2K Hold
12
– – ﹤0.01% 884
2023
Q2 		$2K Buy
+12
New +$2.2K ﹤0.01% 949
2015
Q3 		– Sell
-163
Closed -$7K – 1058
2015
Q2 		$7K Buy
+163
New +$7.61K ﹤0.01% 842

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 $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Loomis, Sayles & Company's PRI Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Primerica (PRI) in Q1 2024, closing a stake of 17 shares — an estimated $3K sold.

Loomis, Sayles & Company first reported a position in PRI in Q2 2015 and held it in 4 quarters. The position peaked at $7K in Q2 2015. 400 funds tracked by Wall St. Rank hold PRI as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Primerica position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 17 Primerica shares in Q1 2024, an estimated $3K.
  • Loomis, Sayles & Company first reported a position in Primerica in Q2 2015 and held it in 4 quarters.
  • Loomis, Sayles & Company's Primerica position peaked at $7K in Q2 2015.
  • 400 funds tracked by Wall St. Rank held Primerica as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.