Polar Asset Management Partners’s Primerica PRI Stock Holding History

Polar Asset Management Partners’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
2021 Q4	–	Sell	-4,334	Closed	-$666K	–	1463
2021 Q3	$666K	Buy	+4,334	New	+$645K	0.01%	780
2021 Q1	–	Sell	-3,213	Closed	-$430K	–	1099
2020 Q4	$430K	Buy	+3,213	New	+$404K	﹤0.01%	592

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Polar Asset Management Partners's PRI Position: Q4 2021 in Review

Polar Asset Management Partners sold out of Primerica (PRI) in Q4 2021, closing a stake of 4,334 shares — an estimated $666K sold.

Polar Asset Management Partners first reported a position in PRI in Q4 2020 and held it in 2 quarters. The position peaked at $666K in Q3 2021. 337 funds tracked by Wall St. Rank hold PRI as of Q4 2021.

Polar Asset Management Partners reported no remaining Primerica position as of Q4 2021 after selling out during the quarter.
Polar Asset Management Partners sold 4,334 Primerica shares in Q4 2021, an estimated $666K.
Polar Asset Management Partners first reported a position in Primerica in Q4 2020 and held it in 2 quarters.
Polar Asset Management Partners's Primerica position peaked at $666K in Q3 2021.
337 funds tracked by Wall St. Rank held Primerica as of Q4 2021.

Based on Polar Asset Management Partners's 13F filing for Q4 2021, filed 14 Feb 2022.