WCM
PRI icon

Winton Capital Management’s Primerica PRI Stock Holding History

Winton 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
2014
Q1 		$2.96M Sell
62,783
-2,294
-4% -$102K 0.02% 418
2013
Q4 		$2.79M Buy
65,077
+22,855
+54% +$969K 0.03% 424
2013
Q3 		$1.7M Sell
42,222
-9,632
-19% -$381K 0.02% 443
2013
Q2 		$1.94M Buy
+51,854
New +$1.79M 0.02% 389

Other funds holding PRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Winton Capital Management's PRI Position: Q1 2014 in Review

Winton Capital Management reduced its Primerica (PRI) stake by 3.5% in Q1 2014, selling an estimated $102K and leaving 62,783 shares worth $2.96M. The position accounts for 0.02% of the portfolio, ranked #418.

Winton Capital Management first reported a position in PRI in Q2 2013 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold PRI as of Q1 2014.

  • Winton Capital Management held 62,783 shares of Primerica worth $2.96M as of Q1 2014.
  • Winton Capital Management sold 2,294 Primerica shares in Q1 2014, an estimated $102K.
  • Primerica made up 0.02% of Winton Capital Management's portfolio in Q1 2014, its #418 holding.
  • Winton Capital Management first reported a position in Primerica in Q2 2013 and has held it in 4 quarters since.
  • 174 funds tracked by Wall St. Rank held Primerica as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.