RBA
PRIM icon

Richard Bernstein Advisors’s Primoris Services PRIM Stock Holding History

Richard Bernstein Advisors’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.12M Buy
+21,836
New +$3.2M 0.09% 39
2015
Q1 		– Sell
-58,187
Closed -$1.35M – 295
2014
Q4 		$1.35M Hold
58,187
– – 0.14% 184
2014
Q3 		$1.56M Buy
58,187
+2,982
+5% +$81.7K 0.16% 159
2014
Q2 		$1.59M Hold
55,205
– – 0.19% 162
2014
Q1 		$1.66M Hold
55,205
– – 0.24% 125
2013
Q4 		$1.72M Hold
55,205
– – 0.35% 108
2013
Q3 		$1.41M Buy
55,205
+28,610
+108% +$648K 0.42% 85
2013
Q2 		$524K Buy
+26,595
New +$565K 0.17% 181

Other funds holding PRIM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return