South Dakota Investment Council’s Primerica PRI Stock Holding History

South Dakota Investment Council’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
2023 Q3	–	Sell	-3,590	Closed	-$710K	–	626
2023 Q2	$710K	Hold	3,590	–	–	0.01%	502
2023 Q1	$618K	Hold	3,590	–	–	0.01%	518
2022 Q4	$509K	Hold	3,590	–	–	0.01%	525
2022 Q3	$443K	Hold	3,590	–	–	0.01%	532
2022 Q2	$430K	Hold	3,590	–	–	0.01%	532
2022 Q1	$491K	Sell	3,590 -1,700	-32%	-$241K	0.01%	516
2021 Q4	$811K	Hold	5,290	–	–	0.01%	499
2021 Q3	$813K	Hold	5,290	–	–	0.01%	487
2021 Q2	$810K	Buy	+5,290	New	+$835K	0.01%	493

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

South Dakota Investment Council's PRI Position: Q3 2023 in Review

South Dakota Investment Council sold out of Primerica (PRI) in Q3 2023, closing a stake of 3,590 shares — an estimated $710K sold.

South Dakota Investment Council first reported a position in PRI in Q2 2021 and held it in 9 quarters. The position peaked at $813K in Q3 2021. 367 funds tracked by Wall St. Rank hold PRI as of Q3 2023.

South Dakota Investment Council reported no remaining Primerica position as of Q3 2023 after selling out during the quarter.
South Dakota Investment Council sold 3,590 Primerica shares in Q3 2023, an estimated $710K.
South Dakota Investment Council first reported a position in Primerica in Q2 2021 and held it in 9 quarters.
South Dakota Investment Council's Primerica position peaked at $813K in Q3 2021.
367 funds tracked by Wall St. Rank held Primerica as of Q3 2023.

Based on South Dakota Investment Council's 13F filing for Q3 2023, filed 7 Nov 2023.