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Zullo Investment Group’s Primerica PRI Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-41
Closed -$5.82K – 556
2022
Q4 		$5.82K Hold
41
– – ﹤0.01% 579
2022
Q3 		$5K Hold
41
– – ﹤0.01% 607
2022
Q2 		$5K Hold
41
– – ﹤0.01% 632
2022
Q1 		$6K Hold
41
– – ﹤0.01% 629
2021
Q4 		$6K Buy
+41
New +$6.5K ﹤0.01% 633

Other funds holding PRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Zullo Investment Group's PRI Position: Q1 2023 in Review

Zullo Investment Group sold out of Primerica (PRI) in Q1 2023, closing a stake of 41 shares — an estimated $5.82K sold.

Zullo Investment Group first reported a position in PRI in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 351 funds tracked by Wall St. Rank hold PRI as of Q1 2023.

  • Zullo Investment Group reported no remaining Primerica position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 41 Primerica shares in Q1 2023, an estimated $5.82K.
  • Zullo Investment Group first reported a position in Primerica in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Primerica position peaked at $6K in Q1 2022.
  • 351 funds tracked by Wall St. Rank held Primerica as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.