Standard Family Office’s Primerica PRI Stock Holding History

Standard Family Office’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
2022 Q4	–	Sell	-13	Closed	-$2K	–	344
2022 Q3	$2K	Hold	13	–	–	﹤0.01%	415
2022 Q2	$2K	Buy	+13	New	+$1.64K	0.02%	175
2021 Q3	–	Sell	-1,477	Closed	-$226K	–	410
2021 Q2	$226K	Buy	1,477 +942	+176%	+$149K	0.05%	137
2021 Q1	$79K	Hold	535	–	–	0.02%	219
2020 Q4	$72K	Buy	+535	New	+$67.2K	0.02%	231

Other funds holding PRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Standard Family Office's PRI Position: Q4 2022 in Review

Standard Family Office sold out of Primerica (PRI) in Q4 2022, closing a stake of 13 shares — an estimated $2K sold.

Standard Family Office first reported a position in PRI in Q4 2020 and held it in 5 quarters. The position peaked at $226K in Q2 2021. 320 funds tracked by Wall St. Rank hold PRI as of Q4 2022.

Standard Family Office reported no remaining Primerica position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 13 Primerica shares in Q4 2022, an estimated $2K.
Standard Family Office first reported a position in Primerica in Q4 2020 and held it in 5 quarters.
Standard Family Office's Primerica position peaked at $226K in Q2 2021.
320 funds tracked by Wall St. Rank held Primerica as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.