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Nalls Sherbakoff Group’s Primerica PRI Stock Holding History

Nalls Sherbakoff Group’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
2023
Q4 		$1.85K Hold
9
– – ﹤0.01% 355
2023
Q3 		$1.75K Hold
9
– – ﹤0.01% 360
2023
Q2 		$1.64K Hold
9
– – ﹤0.01% 379
2023
Q1 		$1.52K Buy
+9
New +$1.48K ﹤0.01% 403

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
BAMCO Inc
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nalls Sherbakoff Group's PRI Position: Q4 2023 in Review

Nalls Sherbakoff Group held its Primerica (PRI) position steady in Q4 2023 at 9 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Nalls Sherbakoff Group first reported a position in PRI in Q1 2023 and has held it in 4 quarters since. 395 funds tracked by Wall St. Rank hold PRI as of Q4 2023.

  • Nalls Sherbakoff Group held 9 shares of Primerica worth $1.85K as of Q4 2023.
  • Nalls Sherbakoff Group left its Primerica share count unchanged in Q4 2023.
  • Primerica made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #355 holding.
  • Nalls Sherbakoff Group first reported a position in Primerica in Q1 2023 and has held it in 4 quarters since.
  • 395 funds tracked by Wall St. Rank held Primerica as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.