Morse Asset Management’s Primerica PRI Stock Holding History

Morse 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
2020 Q1	–	Sell	-12,770	Closed	-$1.67M	–	115
2019 Q4	$1.67M	Buy	+12,770	New	+$1.65M	0.57%	56

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

BAMCO Inc New York $33.1B AUM 11.16% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morse Asset Management's PRI Position: Q1 2020 in Review

Morse Asset Management sold out of Primerica (PRI) in Q1 2020, closing a stake of 12,770 shares — an estimated $1.67M sold.

Morse Asset Management first reported a position in PRI in Q4 2019 and held it in 1 quarter. The position peaked at $1.67M in Q4 2019. 278 funds tracked by Wall St. Rank hold PRI as of Q1 2020.

Morse Asset Management reported no remaining Primerica position as of Q1 2020 after selling out during the quarter.
Morse Asset Management sold 12,770 Primerica shares in Q1 2020, an estimated $1.67M.
Morse Asset Management first reported a position in Primerica in Q4 2019 and held it in 1 quarter.
Morse Asset Management's Primerica position peaked at $1.67M in Q4 2019.
278 funds tracked by Wall St. Rank held Primerica as of Q1 2020.

Based on Morse Asset Management's 13F filing for Q1 2020, filed 1 May 2020.