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Westpac Banking Corp’s Primerica PRI Stock Holding History

Westpac Banking Corp’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
Q4 		– Sell
-2,600
Closed -$504K – 500
2023
Q3 		$504K Buy
+2,600
New +$532K 0.04% 300
2014
Q1 		– Sell
-20,100
Closed -$862K – 895
2013
Q4 		$862K Hold
20,100
– – 0.01% 622
2013
Q3 		$811K Sell
20,100
-11,700
-37% -$463K 0.01% 610
2013
Q2 		$1.04M Buy
+31,800
New +$1.1M 0.02% 543

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BAMCO Inc
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westpac Banking Corp's PRI Position: Q4 2023 in Review

Westpac Banking Corp sold out of Primerica (PRI) in Q4 2023, closing a stake of 2,600 shares — an estimated $504K sold.

Westpac Banking Corp first reported a position in PRI in Q2 2013 and held it in 4 quarters. The position peaked at $1.04M in Q2 2013. 395 funds tracked by Wall St. Rank hold PRI as of Q4 2023.

  • Westpac Banking Corp reported no remaining Primerica position as of Q4 2023 after selling out during the quarter.
  • Westpac Banking Corp sold 2,600 Primerica shares in Q4 2023, an estimated $504K.
  • Westpac Banking Corp first reported a position in Primerica in Q2 2013 and held it in 4 quarters.
  • Westpac Banking Corp's Primerica position peaked at $1.04M in Q2 2013.
  • 395 funds tracked by Wall St. Rank held Primerica as of Q4 2023.

Based on Westpac Banking Corp's 13F filing for Q4 2023, filed 8 Feb 2024.