Nachman Norwood & Parrott’s Primerica PRI Stock Holding History

Nachman Norwood & Parrott’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 Q4	–	Sell	-1,183	Closed	-$134K	–	827
2020 Q3	$134K	Buy	+1,183	New	+$144K	0.02%	297

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

CCM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nachman Norwood & Parrott's PRI Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Primerica (PRI) in Q4 2020, closing a stake of 1,183 shares — an estimated $134K sold.

Nachman Norwood & Parrott first reported a position in PRI in Q3 2020 and held it in 1 quarter. The position peaked at $134K in Q3 2020. 334 funds tracked by Wall St. Rank hold PRI as of Q4 2020.

Nachman Norwood & Parrott reported no remaining Primerica position as of Q4 2020 after selling out during the quarter.
Nachman Norwood & Parrott sold 1,183 Primerica shares in Q4 2020, an estimated $134K.
Nachman Norwood & Parrott first reported a position in Primerica in Q3 2020 and held it in 1 quarter.
Nachman Norwood & Parrott's Primerica position peaked at $134K in Q3 2020.
334 funds tracked by Wall St. Rank held Primerica as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.