ODG
PRI icon

O'Dell Group’s Primerica PRI Stock Holding History

O'Dell 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
2024
Q1 		– Sell
-746
Closed -$153K – 378
2023
Q4 		$153K Buy
+746
New +$152K 0.04% 104
2023
Q3 		– Sell
-741
Closed -$147K – 374
2023
Q2 		$147K Buy
+741
New +$136K 0.04% 98
2022
Q4 		– Sell
-816
Closed -$101K – 314
2022
Q3 		$101K Hold
816
– – 0.04% 95
2022
Q2 		$98K Sell
816
-8
-1% -$1.01K 0.03% 105
2022
Q1 		$113K Buy
+824
New +$117K 0.03% 110

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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 $3.37T AUM 44.26% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

O'Dell Group's PRI Position: Q1 2024 in Review

O'Dell Group sold out of Primerica (PRI) in Q1 2024, closing a stake of 746 shares — an estimated $153K sold.

O'Dell Group first reported a position in PRI in Q1 2022 and held it in 5 quarters. The position peaked at $153K in Q4 2023. 400 funds tracked by Wall St. Rank hold PRI as of Q1 2024.

  • O'Dell Group reported no remaining Primerica position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 746 Primerica shares in Q1 2024, an estimated $153K.
  • O'Dell Group first reported a position in Primerica in Q1 2022 and held it in 5 quarters.
  • O'Dell Group's Primerica position peaked at $153K in Q4 2023.
  • 400 funds tracked by Wall St. Rank held Primerica as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.