Syntax Research’s Primoris Services PRIM Stock Holding History

Syntax Research’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
2024 Q3	–	Sell	-50	Closed	-$2.5K	–	198
2024 Q2	$2.5K	Buy	+50	New	+$2.47K	﹤0.01%	165

Other funds holding PRIM

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Syntax Research's PRIM Position: Q3 2024 in Review

Syntax Research sold out of Primoris Services (PRIM) in Q3 2024, closing a stake of 50 shares — an estimated $2.5K sold.

Syntax Research first reported a position in PRIM in Q2 2024 and held it in 1 quarter. The position peaked at $2.5K in Q2 2024. 303 funds tracked by Wall St. Rank hold PRIM as of Q3 2024.

Syntax Research reported no remaining Primoris Services position as of Q3 2024 after selling out during the quarter.
Syntax Research sold 50 Primoris Services shares in Q3 2024, an estimated $2.5K.
Syntax Research first reported a position in Primoris Services in Q2 2024 and held it in 1 quarter.
Syntax Research's Primoris Services position peaked at $2.5K in Q2 2024.
303 funds tracked by Wall St. Rank held Primoris Services as of Q3 2024.

Based on Syntax Research's 13F filing for Q3 2024, filed 18 Dec 2024.