Moody Aldrich Partners’s Primerica PRI Stock Holding History

Moody Aldrich Partners’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
2021 Q3	–	Sell	-11,883	Closed	-$1.82M	–	181
2021 Q2	$1.82M	Hold	11,883	–	–	0.26%	99
2021 Q1	$1.76M	Buy	11,883 +4,073	+52%	+$584K	0.25%	102
2020 Q4	$1.05M	Buy	7,810 +2,728	+54%	+$343K	0.17%	117
2020 Q3	$575K	Buy	+5,082	New	+$617K	0.12%	123

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Moody Aldrich Partners's PRI Position: Q3 2021 in Review

Moody Aldrich Partners sold out of Primerica (PRI) in Q3 2021, closing a stake of 11,883 shares — an estimated $1.82M sold.

Moody Aldrich Partners first reported a position in PRI in Q3 2020 and held it in 4 quarters. The position peaked at $1.82M in Q2 2021. 308 funds tracked by Wall St. Rank hold PRI as of Q3 2021.

Moody Aldrich Partners reported no remaining Primerica position as of Q3 2021 after selling out during the quarter.
Moody Aldrich Partners sold 11,883 Primerica shares in Q3 2021, an estimated $1.82M.
Moody Aldrich Partners first reported a position in Primerica in Q3 2020 and held it in 4 quarters.
Moody Aldrich Partners's Primerica position peaked at $1.82M in Q2 2021.
308 funds tracked by Wall St. Rank held Primerica as of Q3 2021.

Based on Moody Aldrich Partners's 13F filing for Q3 2021, filed 29 Oct 2021.