New York Life Investment Management’s Primoris Services PRIM Stock Holding History

New York Life Investment Management’s Portfolio PRIM Stock Details PRIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,655	Closed	-$368K	–	1205
2024 Q1	$368K	Sell	8,655 -5,350	-38%	-$197K	﹤0.01%	1018
2023 Q4	$465K	Sell	14,005 -410	-3%	-$12.8K	﹤0.01%	881
2023 Q3	$472K	Sell	14,415 -2,298	-14%	-$75.1K	0.01%	786
2023 Q2	$509K	Sell	16,713 -2,664	-14%	-$71.3K	0.01%	707
2023 Q1	$478K	Sell	19,377 -4,439	-19%	-$112K	0.01%	945
2022 Q4	$523K	Buy	23,816 +2,687	+13%	+$54.3K	0.01%	887
2022 Q3	$343K	Buy	21,129 +1,551	+8%	+$32.4K	﹤0.01%	1041
2022 Q2	$426K	Buy	+19,578	New	+$471K	﹤0.01%	877

Other funds holding PRIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New York Life Investment Management's PRIM Position: Q2 2024 in Review

New York Life Investment Management sold out of Primoris Services (PRIM) in Q2 2024, closing a stake of 8,655 shares — an estimated $368K sold.

New York Life Investment Management first reported a position in PRIM in Q2 2022 and held it in 8 quarters. The position peaked at $523K in Q4 2022. 295 funds tracked by Wall St. Rank hold PRIM as of Q2 2024.

New York Life Investment Management reported no remaining Primoris Services position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 8,655 Primoris Services shares in Q2 2024, an estimated $368K.
New York Life Investment Management first reported a position in Primoris Services in Q2 2022 and held it in 8 quarters.
New York Life Investment Management's Primoris Services position peaked at $523K in Q4 2022.
295 funds tracked by Wall St. Rank held Primoris Services as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.