NFJ Investment Group’s Primerica PRI Stock Holding History

NFJ Investment 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 Q2	–	Sell	-32,256	Closed	-$5.56M	–	281
2023 Q1	$5.56M	Sell	32,256 -8,411	-21%	-$1.38M	0.15%	142
2022 Q4	$5.77M	Sell	40,667 -4,644	-10%	-$647K	0.15%	145
2022 Q3	$4.86M	Sell	45,311 -2,805	-6%	-$356K	0.13%	189
2022 Q2	$5.76M	Sell	48,116 -178	-0.4%	-$22.4K	0.14%	159
2022 Q1	$6.61M	Buy	48,294 +6,433	+15%	+$913K	0.13%	167
2021 Q4	$6.42M	Sell	41,861 -7,342	-15%	-$1.16M	0.12%	190
2021 Q3	$7.56M	Sell	49,203 -338	-0.7%	-$50.3K	0.15%	170
2021 Q2	$7.59M	Sell	49,541 -2,402	-5%	-$379K	0.14%	177
2021 Q1	$7.68M	Buy	+51,943	New	+$7.45M	0.15%	179

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

NFJ Investment Group's PRI Position: Q2 2023 in Review

NFJ Investment Group sold out of Primerica (PRI) in Q2 2023, closing a stake of 32,256 shares — an estimated $5.56M sold.

NFJ Investment Group first reported a position in PRI in Q1 2021 and held it in 9 quarters. The position peaked at $7.68M in Q1 2021. 363 funds tracked by Wall St. Rank hold PRI as of Q2 2023.

NFJ Investment Group reported no remaining Primerica position as of Q2 2023 after selling out during the quarter.
NFJ Investment Group sold 32,256 Primerica shares in Q2 2023, an estimated $5.56M.
NFJ Investment Group first reported a position in Primerica in Q1 2021 and held it in 9 quarters.
NFJ Investment Group's Primerica position peaked at $7.68M in Q1 2021.
363 funds tracked by Wall St. Rank held Primerica as of Q2 2023.

Based on NFJ Investment Group's 13F filing for Q2 2023, filed 14 Aug 2023.