Massachusetts Financial Services
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Massachusetts Financial Services’s Primerica PRI Stock Holding History

Massachusetts Financial Services’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
2022
Q4 		– Sell
-130,451
Closed -$16.1M – 876
2022
Q3 		$16.1M Sell
130,451
-48
-0% -$6.08K 0.01% 578
2022
Q2 		$15.6M Buy
130,499
+33,105
+34% +$4.16M 0.01% 575
2022
Q1 		$13.3M Buy
+97,394
New +$13.8M ﹤0.01% 615

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Massachusetts Financial Services's PRI Position: Q4 2022 in Review

Massachusetts Financial Services sold out of Primerica (PRI) in Q4 2022, closing a stake of 130,451 shares — an estimated $16.1M sold.

Massachusetts Financial Services first reported a position in PRI in Q1 2022 and held it in 3 quarters. The position peaked at $16.1M in Q3 2022. 320 funds tracked by Wall St. Rank hold PRI as of Q4 2022.

  • Massachusetts Financial Services reported no remaining Primerica position as of Q4 2022 after selling out during the quarter.
  • Massachusetts Financial Services sold 130,451 Primerica shares in Q4 2022, an estimated $16.1M.
  • Massachusetts Financial Services first reported a position in Primerica in Q1 2022 and held it in 3 quarters.
  • Massachusetts Financial Services's Primerica position peaked at $16.1M in Q3 2022.
  • 320 funds tracked by Wall St. Rank held Primerica as of Q4 2022.

Based on Massachusetts Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.