Meeder Asset Management’s Primerica PRI Stock Holding History

Meeder Asset 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
2022 Q4	–	Sell	-1,365	Closed	-$169K	–	1694
2022 Q3	$169K	Buy	1,365 +154	+13%	+$19.5K	0.01%	610
2022 Q2	$145K	Buy	1,211 +611	+102%	+$76.8K	0.01%	664
2022 Q1	$82K	Buy	+600	New	+$85.2K	﹤0.01%	831
2021 Q4	–	Sell	-176	Closed	-$27K	–	2040
2021 Q3	$27K	Buy	176 +13	+8%	+$1.94K	﹤0.01%	1316
2021 Q2	$25K	Sell	163 -57	-26%	-$9K	﹤0.01%	1383
2021 Q1	$33K	Buy	220 +70	+47%	+$10K	﹤0.01%	1250
2020 Q4	$20K	Buy	150 +8	+6%	+$1K	﹤0.01%	795
2020 Q3	$16K	Buy	142 +6	+4%	+$729	﹤0.01%	1235
2020 Q2	$16K	Buy	136 +100	+278%	+$10.6K	﹤0.01%	1192
2020 Q1	$3K	Buy	36 +22	+157%	+$2.51K	﹤0.01%	1979
2019 Q4	$2K	Buy	+14	New	+$1.81K	﹤0.01%	2044

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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

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

Meeder Asset Management's PRI Position: Q4 2022 in Review

Meeder Asset Management sold out of Primerica (PRI) in Q4 2022, closing a stake of 1,365 shares — an estimated $169K sold.

Meeder Asset Management first reported a position in PRI in Q4 2019 and held it in 11 quarters. The position peaked at $169K in Q3 2022. 320 funds tracked by Wall St. Rank hold PRI as of Q4 2022.

Meeder Asset Management reported no remaining Primerica position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 1,365 Primerica shares in Q4 2022, an estimated $169K.
Meeder Asset Management first reported a position in Primerica in Q4 2019 and held it in 11 quarters.
Meeder Asset Management's Primerica position peaked at $169K in Q3 2022.
320 funds tracked by Wall St. Rank held Primerica as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.