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Piedmont Investment Advisors’s Primerica PRI Stock Holding History

Piedmont Investment Advisors’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
2020
Q2 		– Sell
-5,741
Closed -$508K – 534
2020
Q1 		$508K Buy
5,741
+413
+8% +$47.2K 0.02% 441
2019
Q4 		$696K Sell
5,328
-624
-10% -$80.6K 0.02% 420
2019
Q3 		$757K Sell
5,952
-329
-5% -$39.7K 0.03% 386
2019
Q2 		$753K Buy
6,281
+3,834
+157% +$475K 0.03% 396
2019
Q1 		$299K Buy
+2,447
New +$282K 0.01% 813
2018
Q3 		– Sell
-760
Closed -$76K – 1960
2018
Q2 		$76K Buy
+760
New +$74.4K ﹤0.01% 1162

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Piedmont Investment Advisors's PRI Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Primerica (PRI) in Q2 2020, closing a stake of 5,741 shares — an estimated $508K sold.

Piedmont Investment Advisors first reported a position in PRI in Q2 2018 and held it in 6 quarters. The position peaked at $757K in Q3 2019. 300 funds tracked by Wall St. Rank hold PRI as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Primerica position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 5,741 Primerica shares in Q2 2020, an estimated $508K.
  • Piedmont Investment Advisors first reported a position in Primerica in Q2 2018 and held it in 6 quarters.
  • Piedmont Investment Advisors's Primerica position peaked at $757K in Q3 2019.
  • 300 funds tracked by Wall St. Rank held Primerica as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.