Zions Bancorporation’s Primerica PRI Stock Holding History

Zions Bancorporation’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
2022 Q3	–	Sell	-64	Closed	-$8K	–	1045
2022 Q2	$8K	Sell	64 -23	-26%	-$2.89K	﹤0.01%	780
2022 Q1	$12K	Sell	87 -36	-29%	-$5.11K	﹤0.01%	783
2021 Q4	$19K	Hold	123	–	–	﹤0.01%	629
2021 Q3	$19K	Hold	123	–	–	﹤0.01%	626
2021 Q2	$19K	Hold	123	–	–	﹤0.01%	603
2021 Q1	$18K	Hold	123	–	–	﹤0.01%	591
2020 Q4	$16K	Hold	123	–	–	﹤0.01%	593
2020 Q3	$14K	Hold	123	–	–	﹤0.01%	603
2020 Q2	$14K	Hold	123	–	–	﹤0.01%	566
2020 Q1	$11K	Sell	123 -143	-54%	-$16.3K	﹤0.01%	574
2019 Q4	$35K	Hold	266	–	–	0.01%	483
2019 Q3	$34K	Hold	266	–	–	﹤0.01%	484
2019 Q2	$32K	Hold	266	–	–	﹤0.01%	458
2019 Q1	$32K	Hold	266	–	–	0.01%	499
2018 Q4	$26K	Buy	+266	New	+$29.6K	0.02%	235

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Zions Bancorporation's PRI Position: Q3 2022 in Review

Zions Bancorporation sold out of Primerica (PRI) in Q3 2022, closing a stake of 64 shares — an estimated $8K sold.

Zions Bancorporation first reported a position in PRI in Q4 2018 and held it in 15 quarters. The position peaked at $35K in Q4 2019. 301 funds tracked by Wall St. Rank hold PRI as of Q3 2022.

Zions Bancorporation reported no remaining Primerica position as of Q3 2022 after selling out during the quarter.
Zions Bancorporation sold 64 Primerica shares in Q3 2022, an estimated $8K.
Zions Bancorporation first reported a position in Primerica in Q4 2018 and held it in 15 quarters.
Zions Bancorporation's Primerica position peaked at $35K in Q4 2019.
301 funds tracked by Wall St. Rank held Primerica as of Q3 2022.

Based on Zions Bancorporation's 13F filing for Q3 2022, filed 8 Nov 2022.