Pictet Asset Management (Switzerland)’s Primerica PRI Stock Holding History

Pictet Asset Management (Switzerland)’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	$853K	Sell	4,312 -282	-6%	-$51.8K	﹤0.01%	1021
2023 Q1	$791K	Hold	4,594	–	–	﹤0.01%	1059
2022 Q4	$652K	Buy	4,594 +1,819	+66%	+$253K	﹤0.01%	1135
2022 Q3	$343K	Hold	2,775	–	–	﹤0.01%	1191
2022 Q2	$332K	Hold	2,775	–	–	﹤0.01%	1235
2022 Q1	$380K	Buy	2,775 +305	+12%	+$43.3K	﹤0.01%	1246
2021 Q4	$379K	Sell	2,470 -130	-5%	-$20.6K	﹤0.01%	1294
2021 Q3	$399K	Buy	+2,600	New	+$387K	﹤0.01%	1293

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

Pictet Asset Management (Switzerland)'s PRI Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Primerica (PRI) stake by 6.1% in Q2 2023, selling an estimated $51.8K and leaving 4,312 shares worth $853K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Pictet Asset Management (Switzerland) first reported a position in PRI in Q3 2021 and has held it in 8 quarters since. 363 funds tracked by Wall St. Rank hold PRI as of Q2 2023.

Pictet Asset Management (Switzerland) held 4,312 shares of Primerica worth $853K as of Q2 2023.
Pictet Asset Management (Switzerland) sold 282 Primerica shares in Q2 2023, an estimated $51.8K.
Primerica made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1021 holding.
Pictet Asset Management (Switzerland) first reported a position in Primerica in Q3 2021 and has held it in 8 quarters since.
363 funds tracked by Wall St. Rank held Primerica as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.