tru Independence’s Primerica PRI Stock Holding History

tru Independence’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
2020 Q3	–	Sell	-43	Closed	-$5K	–	714
2020 Q2	$5K	Hold	43	–	–	﹤0.01%	704
2020 Q1	$4K	Hold	43	–	–	﹤0.01%	564
2019 Q4	$4K	Buy	+43	New	+$5.55K	﹤0.01%	723

Other funds holding PRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

tru Independence's PRI Position: Q3 2020 in Review

tru Independence sold out of Primerica (PRI) in Q3 2020, closing a stake of 43 shares — an estimated $5K sold.

tru Independence first reported a position in PRI in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2020. 335 funds tracked by Wall St. Rank hold PRI as of Q3 2020.

tru Independence reported no remaining Primerica position as of Q3 2020 after selling out during the quarter.
tru Independence sold 43 Primerica shares in Q3 2020, an estimated $5K.
tru Independence first reported a position in Primerica in Q4 2019 and held it in 3 quarters.
tru Independence's Primerica position peaked at $5K in Q2 2020.
335 funds tracked by Wall St. Rank held Primerica as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.