Westwood Holdings Group’s Primoris Services PRIM Stock Holding History

Westwood Holdings Group’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
2021 Q1	–	Sell	-8,000	Closed	-$221K	–	476
2020 Q4	$221K	Buy	+8,000	New	+$184K	﹤0.01%	414
2015 Q2	–	Sell	-228,525	Closed	-$3.93M	–	366
2015 Q1	$3.93M	Sell	228,525 -1,079,672	-83%	-$21.1M	0.03%	240
2014 Q4	$30.4M	Buy	1,308,197 +14,792	+1%	+$370K	0.23%	134
2014 Q3	$34.7M	Sell	1,293,405 -3,499	-0.3%	-$95.9K	0.27%	125
2014 Q2	$37.4M	Sell	1,296,904 -46,315	-3%	-$1.34M	0.28%	119
2014 Q1	$40.3M	Sell	1,343,219 -45,725	-3%	-$1.45M	0.31%	112
2013 Q4	$43.2M	Sell	1,388,944 -61,790	-4%	-$1.69M	0.33%	105
2013 Q3	$37M	Sell	1,450,734 -15,899	-1%	-$360K	0.31%	116
2013 Q2	$28.9M	Buy	+1,466,633	New	+$31.2M	0.25%	132

Other funds holding PRIM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return