M&R Capital Management’s Primerica PRI Stock Holding History

M&R Capital 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
2024 Q1	–	Sell	-14	Closed	-$2.88K	–	615
2023 Q4	$2.88K	Hold	14	–	–	﹤0.01%	526
2023 Q3	$2.72K	Hold	14	–	–	﹤0.01%	512
2023 Q2	$2.77K	Hold	14	–	–	﹤0.01%	507
2023 Q1	$2.41K	Hold	14	–	–	﹤0.01%	503
2022 Q4	$1.99K	Buy	+14	New	+$1.95K	﹤0.01%	480

Other funds holding PRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

M&R Capital Management's PRI Position: Q1 2024 in Review

M&R Capital Management sold out of Primerica (PRI) in Q1 2024, closing a stake of 14 shares — an estimated $2.88K sold.

M&R Capital Management first reported a position in PRI in Q4 2022 and held it in 5 quarters. The position peaked at $2.88K in Q4 2023. 400 funds tracked by Wall St. Rank hold PRI as of Q1 2024.

M&R Capital Management reported no remaining Primerica position as of Q1 2024 after selling out during the quarter.
M&R Capital Management sold 14 Primerica shares in Q1 2024, an estimated $2.88K.
M&R Capital Management first reported a position in Primerica in Q4 2022 and held it in 5 quarters.
M&R Capital Management's Primerica position peaked at $2.88K in Q4 2023.
400 funds tracked by Wall St. Rank held Primerica as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.