Congress Asset Management’s Perion Network PERI Stock Holding History

Congress Asset Management’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
2024 Q2	–	Sell	-10,886	Closed	-$245K	–	373
2024 Q1	$245K	Sell	10,886 -831,062	-99%	-$21.2M	﹤0.01%	349
2023 Q4	$26M	Buy	841,948 +69,342	+9%	+$1.97M	0.2%	117
2023 Q3	$23.7M	Sell	772,606 -7,957	-1%	-$267K	0.21%	118
2023 Q2	$23.9M	Buy	780,563 +82,227	+12%	+$2.82M	0.21%	113
2023 Q1	$27.6M	Buy	698,336 +586,065	+522%	+$19.5M	0.26%	86
2022 Q4	$2.84M	Buy	112,271 +14,235	+15%	+$347K	0.03%	256
2022 Q3	$1.89M	Buy	+98,036	New	+$1.98M	0.02%	274

Other funds holding PERI

HIIFS

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

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

PCMF

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

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

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

MMH

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

MIFH

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

Congress Asset Management's PERI Position: Q2 2024 in Review

Congress Asset Management sold out of Perion Network (PERI) in Q2 2024, closing a stake of 10,886 shares — an estimated $245K sold.

Congress Asset Management first reported a position in PERI in Q3 2022 and held it in 7 quarters. The position peaked at $27.6M in Q1 2023. 137 funds tracked by Wall St. Rank hold PERI as of Q2 2024.

Congress Asset Management reported no remaining Perion Network position as of Q2 2024 after selling out during the quarter.
Congress Asset Management sold 10,886 Perion Network shares in Q2 2024, an estimated $245K.
Congress Asset Management first reported a position in Perion Network in Q3 2022 and held it in 7 quarters.
Congress Asset Management's Perion Network position peaked at $27.6M in Q1 2023.
137 funds tracked by Wall St. Rank held Perion Network as of Q2 2024.

Based on Congress Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.