Caption Management’s Perficient Inc PRFT Stock Holding History

Caption Management’s Portfolio PRFT Stock Details PRFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,200	Closed	-$350K	–	1613
2023 Q2	$350K	Buy	+4,200	New	+$309K	0.01%	875

Other funds holding PRFT

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Caption Management's PRFT Position: Q3 2023 in Review

Caption Management sold out of Perficient Inc (PRFT) in Q3 2023, closing a stake of 4,200 shares — an estimated $350K sold.

Caption Management first reported a position in PRFT in Q2 2023 and held it in 1 quarter. The position peaked at $350K in Q2 2023. 256 funds tracked by Wall St. Rank hold PRFT as of Q3 2023.

Caption Management reported no remaining Perficient Inc position as of Q3 2023 after selling out during the quarter.
Caption Management sold 4,200 Perficient Inc shares in Q3 2023, an estimated $350K.
Caption Management first reported a position in Perficient Inc in Q2 2023 and held it in 1 quarter.
Caption Management's Perficient Inc position peaked at $350K in Q2 2023.
256 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2023.

Based on Caption Management's 13F filing for Q3 2023, filed 14 Nov 2023.