ODG
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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 $34B AUM 6.31% 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
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return