PP
PRI icon

Prudential plc’s Primerica PRI Stock Holding History

Prudential plc’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
2019
Q4 		– Sell
-2,589
Closed -$329K – 713
2019
Q3 		$329K Hold
2,589
– – ﹤0.01% 677
2019
Q2 		$311K Sell
2,589
-106
-4% -$13.1K ﹤0.01% 654
2019
Q1 		$329K Hold
2,695
– – ﹤0.01% 569
2018
Q4 		$263K Buy
+2,695
New +$300K ﹤0.01% 607

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prudential plc's PRI Position: Q4 2019 in Review

Prudential plc sold out of Primerica (PRI) in Q4 2019, closing a stake of 2,589 shares — an estimated $329K sold.

Prudential plc first reported a position in PRI in Q4 2018 and held it in 4 quarters. The position peaked at $329K in Q3 2019. 310 funds tracked by Wall St. Rank hold PRI as of Q4 2019.

  • Prudential plc reported no remaining Primerica position as of Q4 2019 after selling out during the quarter.
  • Prudential plc sold 2,589 Primerica shares in Q4 2019, an estimated $329K.
  • Prudential plc first reported a position in Primerica in Q4 2018 and held it in 4 quarters.
  • Prudential plc's Primerica position peaked at $329K in Q3 2019.
  • 310 funds tracked by Wall St. Rank held Primerica as of Q4 2019.

Based on Prudential plc's 13F filing for Q4 2019, filed 13 Feb 2020.