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McElhenny Sheffield Capital Management’s Primerica PRI Stock Holding History

McElhenny Sheffield 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
2023
Q1 		– Sell
-35
Closed -$4.96K – 481
2022
Q4 		$4.96K Buy
+35
New +$4.88K ﹤0.01% 405

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

McElhenny Sheffield Capital Management's PRI Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Primerica (PRI) in Q1 2023, closing a stake of 35 shares — an estimated $4.96K sold.

McElhenny Sheffield Capital Management first reported a position in PRI in Q4 2022 and held it in 1 quarter. The position peaked at $4.96K in Q4 2022. 351 funds tracked by Wall St. Rank hold PRI as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Primerica position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 35 Primerica shares in Q1 2023, an estimated $4.96K.
  • McElhenny Sheffield Capital Management first reported a position in Primerica in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Primerica position peaked at $4.96K in Q4 2022.
  • 351 funds tracked by Wall St. Rank held Primerica as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.