Riverview Trust Company’s Primerica PRI Stock Holding History

Riverview Trust Company’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 Q2	–	Sell	-825	Closed	-$209K	–	657
2024 Q1	$209K	Buy	+825	New	+$195K	0.16%	93
2023 Q4	–	Sell	-825	Closed	-$160K	–	499
2023 Q3	$160K	Hold	825	–	–	0.14%	106
2023 Q2	$163K	Hold	825	–	–	0.15%	99
2023 Q1	$142K	Hold	825	–	–	0.13%	106
2022 Q4	$117K	Hold	825	–	–	0.11%	133
2022 Q3	$102K	Hold	825	–	–	0.1%	136
2022 Q2	$99K	Hold	825	–	–	0.09%	146
2022 Q1	$113K	Hold	825	–	–	0.08%	144
2021 Q4	$126	Hold	825	–	–	0.07%	107
2021 Q3	$127K	Hold	825	–	–	0.13%	106
2021 Q2	$126K	Hold	825	–	–	0.13%	106
2021 Q1	$122K	Hold	825	–	–	0.14%	105
2020 Q4	$110K	Hold	825	–	–	0.12%	109
2020 Q3	$93K	Hold	825	–	–	0.11%	116
2020 Q2	$96K	Hold	825	–	–	0.09%	122
2020 Q1	$73K	Hold	825	–	–	0.07%	133
2019 Q4	$108K	Hold	825	–	–	0.07%	138
2019 Q3	$105K	Hold	825	–	–	0.07%	135
2019 Q2	$99K	Hold	825	–	–	0.07%	132
2019 Q1	$101K	Hold	825	–	–	0.08%	130
2018 Q4	$81K	Buy	+825	New	+$91.7K	0.06%	131

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Riverview Trust Company's PRI Position: Q2 2024 in Review

Riverview Trust Company sold out of Primerica (PRI) in Q2 2024, closing a stake of 825 shares — an estimated $209K sold.

Riverview Trust Company first reported a position in PRI in Q4 2018 and held it in 21 quarters. The position peaked at $209K in Q1 2024. 408 funds tracked by Wall St. Rank hold PRI as of Q2 2024.

Riverview Trust Company reported no remaining Primerica position as of Q2 2024 after selling out during the quarter.
Riverview Trust Company sold 825 Primerica shares in Q2 2024, an estimated $209K.
Riverview Trust Company first reported a position in Primerica in Q4 2018 and held it in 21 quarters.
Riverview Trust Company's Primerica position peaked at $209K in Q1 2024.
408 funds tracked by Wall St. Rank held Primerica as of Q2 2024.

Based on Riverview Trust Company's 13F filing for Q2 2024, filed 16 Jul 2024.