Summit Global Investments’s Primoris Services PRIM Stock Holding History

Summit Global Investments’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	$643K	Sell	4,494 -4,450	-50%	-$652K	0.04%	287
2025 Q4	$1.11M	Sell	8,944 -1,535	-15%	-$200K	0.07%	180
2025 Q3	$1.44M	Sell	10,479 -4,468	-30%	-$480K	0.08%	124
2025 Q2	$1.17M	Sell	14,947 -2,064	-12%	-$140K	0.07%	166
2025 Q1	$977K	Buy	17,011 +8,771	+106%	+$634K	0.07%	170
2024 Q4	$630K	Sell	8,240 -394	-5%	-$28.8K	0.04%	312
2024 Q3	$501K	Buy	8,634 +3,022	+54%	+$161K	0.03%	362
2024 Q2	$280K	Buy	+5,612	New	+$278K	0.02%	429
2024 Q1	–	Sell	-11,465	Closed	-$381K	–	581
2023 Q4	$381K	Buy	+11,465	New	+$357K	0.02%	382

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