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Systematic Financial Management’s Primoris Services PRIM Stock Holding History

Systematic Financial Management’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
2020
Q3 		– Sell
-18,785
Closed -$334K – 401
2020
Q2 		$334K Buy
+18,785
New +$296K 0.02% 250
2018
Q4 		– Sell
-52,370
Closed -$1.3M – 680
2018
Q3 		$1.3M Buy
52,370
+1,130
+2% +$29.6K 0.03% 467
2018
Q2 		$1.4M Sell
51,240
-4,305
-8% -$114K 0.03% 412
2018
Q1 		$1.39M Sell
55,545
-150
-0.3% -$3.85K 0.03% 431
2017
Q4 		$1.51M Buy
+55,695
New +$1.55M 0.03% 388

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Systematic Financial Management's PRIM Position: Q3 2020 in Review

Systematic Financial Management sold out of Primoris Services (PRIM) in Q3 2020, closing a stake of 18,785 shares — an estimated $334K sold.

Systematic Financial Management first reported a position in PRIM in Q4 2017 and held it in 5 quarters. The position peaked at $1.51M in Q4 2017. 166 funds tracked by Wall St. Rank hold PRIM as of Q3 2020.

  • Systematic Financial Management reported no remaining Primoris Services position as of Q3 2020 after selling out during the quarter.
  • Systematic Financial Management sold 18,785 Primoris Services shares in Q3 2020, an estimated $334K.
  • Systematic Financial Management first reported a position in Primoris Services in Q4 2017 and held it in 5 quarters.
  • Systematic Financial Management's Primoris Services position peaked at $1.51M in Q4 2017.
  • 166 funds tracked by Wall St. Rank held Primoris Services as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.