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Summit Global Investments’s Primerica PRI Stock Holding History

Summit Global Investments’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
-1,200
Closed -$237K – 590
2023
Q2 		$237K Buy
+1,200
New +$220K 0.02% 476

Other funds holding PRI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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

Summit Global Investments's PRI Position: Q3 2023 in Review

Summit Global Investments sold out of Primerica (PRI) in Q3 2023, closing a stake of 1,200 shares — an estimated $237K sold.

Summit Global Investments first reported a position in PRI in Q2 2023 and held it in 1 quarter. The position peaked at $237K in Q2 2023. 367 funds tracked by Wall St. Rank hold PRI as of Q3 2023.

  • Summit Global Investments reported no remaining Primerica position as of Q3 2023 after selling out during the quarter.
  • Summit Global Investments sold 1,200 Primerica shares in Q3 2023, an estimated $237K.
  • Summit Global Investments first reported a position in Primerica in Q2 2023 and held it in 1 quarter.
  • Summit Global Investments's Primerica position peaked at $237K in Q2 2023.
  • 367 funds tracked by Wall St. Rank held Primerica as of Q3 2023.

Based on Summit Global Investments's 13F filing for Q3 2023, filed 16 Oct 2023.