MUFG Americas’s Primerica PRI Stock Holding History

MUFG Americas’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	-240	Closed	-$30K	–	629
2022 Q3	$30K	Sell	240 -715	-75%	-$90.6K	﹤0.01%	559
2022 Q2	$114K	Hold	955	–	–	﹤0.01%	423
2022 Q1	$131K	Hold	955	–	–	﹤0.01%	425
2021 Q4	$146K	Buy	955 +805	+537%	+$128K	﹤0.01%	427
2021 Q3	$23K	Buy	+150	New	+$22.3K	﹤0.01%	627

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

MUFG Americas's PRI Position: Q4 2022 in Review

MUFG Americas sold out of Primerica (PRI) in Q4 2022, closing a stake of 240 shares — an estimated $30K sold.

MUFG Americas first reported a position in PRI in Q3 2021 and held it in 5 quarters. The position peaked at $146K in Q4 2021. 320 funds tracked by Wall St. Rank hold PRI as of Q4 2022.

MUFG Americas reported no remaining Primerica position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 240 Primerica shares in Q4 2022, an estimated $30K.
MUFG Americas first reported a position in Primerica in Q3 2021 and held it in 5 quarters.
MUFG Americas's Primerica position peaked at $146K in Q4 2021.
320 funds tracked by Wall St. Rank held Primerica as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.