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Weld Capital Management’s Primerica PRI Stock Holding History

Weld Capital Management’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
Q1 		– Sell
-3,580
Closed -$467K – 648
2019
Q4 		$467K Buy
3,580
+1,572
+78% +$203K 0.09% 372
2019
Q3 		$255K Buy
+2,008
New +$242K 0.05% 621

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Weld Capital Management's PRI Position: Q1 2020 in Review

Weld Capital Management sold out of Primerica (PRI) in Q1 2020, closing a stake of 3,580 shares — an estimated $467K sold.

Weld Capital Management first reported a position in PRI in Q3 2019 and held it in 2 quarters. The position peaked at $467K in Q4 2019. 278 funds tracked by Wall St. Rank hold PRI as of Q1 2020.

  • Weld Capital Management reported no remaining Primerica position as of Q1 2020 after selling out during the quarter.
  • Weld Capital Management sold 3,580 Primerica shares in Q1 2020, an estimated $467K.
  • Weld Capital Management first reported a position in Primerica in Q3 2019 and held it in 2 quarters.
  • Weld Capital Management's Primerica position peaked at $467K in Q4 2019.
  • 278 funds tracked by Wall St. Rank held Primerica as of Q1 2020.

Based on Weld Capital Management's 13F filing for Q1 2020, filed 15 May 2020.