Simon Quick Advisors’s Primoris Services PRIM Stock Holding History

Simon Quick 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	$491K	Sell	3,434 -69	-2%	-$10.1K	0.02%	251
2025 Q4	$435K	Hold	3,503	–	–	0.02%	265
2025 Q3	$481K	Buy	3,503 +69	+2%	+$7.41K	0.02%	273
2025 Q2	$268K	Sell	3,434 -1,522	-31%	-$103K	0.01%	313
2025 Q1	$285K	Buy	4,956 +29	+0.6%	+$2.1K	0.02%	453
2024 Q4	$376K	Sell	4,927 -63	-1%	-$4.6K	0.02%	307
2024 Q3	$290K	Buy	4,990 +41	+0.8%	+$2.19K	0.02%	330
2024 Q2	$247K	Buy	+4,949	New	+$245K	0.02%	320
2017 Q1	–	Sell	-1,000	Closed	-$23K	–	374
2016 Q4	$23K	Buy	+1,000	New	+$22K	0.02%	183

Other funds holding PRIM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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