Proffitt & Goodson’s Primerica PRI Stock Holding History

Proffitt & Goodson’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 Q3	–	Sell	-56	Closed	-$13.2K	–	334
2024 Q2	$13.2K	Buy	+56	New	+$12.7K	﹤0.01%	213

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Proffitt & Goodson's PRI Position: Q3 2024 in Review

Proffitt & Goodson sold out of Primerica (PRI) in Q3 2024, closing a stake of 56 shares — an estimated $13.2K sold.

Proffitt & Goodson first reported a position in PRI in Q2 2024 and held it in 1 quarter. The position peaked at $13.2K in Q2 2024. 449 funds tracked by Wall St. Rank hold PRI as of Q3 2024.

Proffitt & Goodson reported no remaining Primerica position as of Q3 2024 after selling out during the quarter.
Proffitt & Goodson sold 56 Primerica shares in Q3 2024, an estimated $13.2K.
Proffitt & Goodson first reported a position in Primerica in Q2 2024 and held it in 1 quarter.
Proffitt & Goodson's Primerica position peaked at $13.2K in Q2 2024.
449 funds tracked by Wall St. Rank held Primerica as of Q3 2024.

Based on Proffitt & Goodson's 13F filing for Q3 2024, filed 4 Nov 2024.