Advisory Research’s Perion Network PERI Stock Holding History

Advisory Research’s Portfolio PERI Stock Details PERI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-31,055	Closed	-$951K	–	449
2023 Q3	$951K	Sell	31,055 -26,478	-46%	-$888K	0.13%	197
2023 Q2	$1.76M	Buy	57,533 +14,084	+32%	+$484K	0.23%	118
2023 Q1	$1.72M	Buy	43,449 +8,374	+24%	+$279K	0.28%	88
2022 Q4	$887K	Buy	35,075 +138	+0.4%	+$3.36K	0.08%	174
2022 Q3	$674K	Buy	+34,937	New	+$704K	0.07%	201

Other funds holding PERI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Advisory Research's PERI Position: Q4 2023 in Review

Advisory Research sold out of Perion Network (PERI) in Q4 2023, closing a stake of 31,055 shares — an estimated $951K sold.

Advisory Research first reported a position in PERI in Q3 2022 and held it in 5 quarters. The position peaked at $1.76M in Q2 2023. 183 funds tracked by Wall St. Rank hold PERI as of Q4 2023.

Advisory Research reported no remaining Perion Network position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 31,055 Perion Network shares in Q4 2023, an estimated $951K.
Advisory Research first reported a position in Perion Network in Q3 2022 and held it in 5 quarters.
Advisory Research's Perion Network position peaked at $1.76M in Q2 2023.
183 funds tracked by Wall St. Rank held Perion Network as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.