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Ridgewood Investments’s Primoris Services PRIM Stock Holding History

Ridgewood Investments’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
2024
Q3 		– Sell
-34
Closed -$1.69K – 778
2024
Q2 		$1.69K Buy
+34
New +$1.68K ﹤0.01% 677
2023
Q3 		– Sell
-34
Closed -$1.03K – 606
2023
Q2 		$1.03K Hold
34
– – ﹤0.01% 740
2023
Q1 		$835 Buy
+34
New +$859 ﹤0.01% 752

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ridgewood Investments's PRIM Position: Q3 2024 in Review

Ridgewood Investments sold out of Primoris Services (PRIM) in Q3 2024, closing a stake of 34 shares — an estimated $1.69K sold.

Ridgewood Investments first reported a position in PRIM in Q1 2023 and held it in 3 quarters. The position peaked at $1.69K in Q2 2024. 303 funds tracked by Wall St. Rank hold PRIM as of Q3 2024.

  • Ridgewood Investments reported no remaining Primoris Services position as of Q3 2024 after selling out during the quarter.
  • Ridgewood Investments sold 34 Primoris Services shares in Q3 2024, an estimated $1.69K.
  • Ridgewood Investments first reported a position in Primoris Services in Q1 2023 and held it in 3 quarters.
  • Ridgewood Investments's Primoris Services position peaked at $1.69K in Q2 2024.
  • 303 funds tracked by Wall St. Rank held Primoris Services as of Q3 2024.

Based on Ridgewood Investments's 13F filing for Q3 2024, filed 4 Oct 2024.