Sugarloaf Wealth Management’s Primerica PRI Stock Holding History

Sugarloaf Wealth Management’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 Q4	$226K	Sell	831 -31	-4%	-$8.79K	0.04%	151
2024 Q3	$229K	Hold	862	–	–	0.04%	147
2024 Q2	$204K	Hold	862	–	–	0.04%	145
2024 Q1	$218K	Hold	862	–	–	0.05%	137
2023 Q4	$177K	Hold	862	–	–	0.04%	156
2023 Q3	$167K	Sell	862 -200	-19%	-$41K	0.04%	149
2023 Q2	$210K	Hold	1,062	–	–	0.05%	128
2023 Q1	$183K	Hold	1,062	–	–	0.05%	137
2022 Q4	$151K	Hold	1,062	–	–	0.04%	153
2022 Q3	$132K	Hold	1,062	–	–	0.03%	165
2022 Q2	$127K	Buy	+1,062	New	+$134K	0.03%	166

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

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

BWA

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

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Sugarloaf Wealth Management's PRI Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Primerica (PRI) stake by 3.6% in Q4 2024, selling an estimated $8.79K and leaving 831 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #151.

Sugarloaf Wealth Management first reported a position in PRI in Q2 2022 and has held it in 11 quarters since. The position peaked at $229K in Q3 2024. 488 funds tracked by Wall St. Rank hold PRI as of Q4 2024.

Sugarloaf Wealth Management held 831 shares of Primerica worth $226K as of Q4 2024.
Sugarloaf Wealth Management sold 31 Primerica shares in Q4 2024, an estimated $8.79K.
Primerica made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #151 holding.
Sugarloaf Wealth Management first reported a position in Primerica in Q2 2022 and has held it in 11 quarters since.
Sugarloaf Wealth Management's Primerica position peaked at $229K in Q3 2024.
488 funds tracked by Wall St. Rank held Primerica as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.