Wolverine Trading’s Primerica PRI Stock Holding History

Wolverine Trading’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 Q3	–	Sell	-2,700	Closed	-$535K	–	4961
2023 Q2	$535K	Sell	2,700 -1,400	-34%	-$257K	﹤0.01%	2542
2023 Q1	$693K	Buy	+4,100	New	+$672K	﹤0.01%	2223
2022 Q3	–	Sell	-2,000	Closed	-$238K	–	5175
2022 Q2	$238K	Buy	+2,000	New	+$252K	﹤0.01%	3347
2022 Q1	–	Sell	-3,100	Closed	-$476K	–	6222
2021 Q4	$476K	Buy	3,100 +1,100	+55%	+$174K	﹤0.01%	3520
2021 Q3	$311K	Buy	2,000 +400	+25%	+$59.5K	﹤0.01%	4656
2021 Q2	$245K	Sell	1,600 -900	-36%	-$142K	﹤0.01%	4735
2021 Q1	$373K	Buy	2,500 +400	+19%	+$57.4K	﹤0.01%	4152
2020 Q4	$281K	Buy	+2,100	New	+$264K	﹤0.01%	3831
2018 Q1	–	Sell	-2,000	Closed	-$203K	–	5687
2017 Q4	$203K	Buy	+2,000	New	+$191K	﹤0.01%	4140
2017 Q2	–	Sell	-4,500	Closed	-$370K	–	4826
2017 Q1	$370K	Sell	4,500 -14,300	-76%	-$1.11M	﹤0.01%	2764
2016 Q4	$1.3M	Buy	+18,800	New	+$1.2M	0.01%	1680

Other funds holding PRI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Wolverine Trading's PRI Position: Q1 2022 in Review

Wolverine Trading sold out of Primerica (PRI) in Q1 2022, closing a stake of 1,601 shares — an estimated $246K sold.

Wolverine Trading first reported a position in PRI in Q4 2016 and held it in 3 quarters. The position peaked at $485K in Q1 2017. 323 funds tracked by Wall St. Rank hold PRI as of Q1 2022.

Wolverine Trading reported no remaining Primerica position as of Q1 2022 after selling out during the quarter.
Wolverine Trading sold 1,601 Primerica shares in Q1 2022, an estimated $246K.
Wolverine Trading first reported a position in Primerica in Q4 2016 and held it in 3 quarters.
Wolverine Trading's Primerica position peaked at $485K in Q1 2017.
323 funds tracked by Wall St. Rank held Primerica as of Q1 2022.

Based on Wolverine Trading's 13F filing for Q1 2022, filed 16 May 2022.