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Weld Capital Management’s Primoris Services PRIM Stock Holding History

Weld Capital 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
2019
Q4 		– Sell
-41,588
Closed -$816K – 867
2019
Q3 		$816K Buy
41,588
+15,934
+62% +$318K 0.15% 223
2019
Q2 		$537K Buy
25,654
+12,991
+103% +$266K 0.1% 363
2019
Q1 		$262K Buy
+12,663
New +$266K 0.05% 537

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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Weld Capital Management's PRIM Position: Q4 2019 in Review

Weld Capital Management sold out of Primoris Services (PRIM) in Q4 2019, closing a stake of 41,588 shares — an estimated $816K sold.

Weld Capital Management first reported a position in PRIM in Q1 2019 and held it in 3 quarters. The position peaked at $816K in Q3 2019. 139 funds tracked by Wall St. Rank hold PRIM as of Q4 2019.

  • Weld Capital Management reported no remaining Primoris Services position as of Q4 2019 after selling out during the quarter.
  • Weld Capital Management sold 41,588 Primoris Services shares in Q4 2019, an estimated $816K.
  • Weld Capital Management first reported a position in Primoris Services in Q1 2019 and held it in 3 quarters.
  • Weld Capital Management's Primoris Services position peaked at $816K in Q3 2019.
  • 139 funds tracked by Wall St. Rank held Primoris Services as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.