Veritable’s Primerica PRI Stock Holding History

Veritable’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	-1,467	Closed	-$290K	–	606
2023 Q2	$290K	Buy	1,467 +43	+3%	+$7.9K	﹤0.01%	709
2023 Q1	$245K	Hold	1,424	–	–	﹤0.01%	762
2022 Q4	$202K	Buy	+1,424	New	+$198K	﹤0.01%	817

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

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

Veritable's PRI Position: Q3 2023 in Review

Veritable sold out of Primerica (PRI) in Q3 2023, closing a stake of 1,467 shares — an estimated $290K sold.

Veritable first reported a position in PRI in Q4 2022 and held it in 3 quarters. The position peaked at $290K in Q2 2023. 367 funds tracked by Wall St. Rank hold PRI as of Q3 2023.

Veritable reported no remaining Primerica position as of Q3 2023 after selling out during the quarter.
Veritable sold 1,467 Primerica shares in Q3 2023, an estimated $290K.
Veritable first reported a position in Primerica in Q4 2022 and held it in 3 quarters.
Veritable's Primerica position peaked at $290K in Q2 2023.
367 funds tracked by Wall St. Rank held Primerica as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.