DIA
PERI icon

Dana Investment Advisors’s Perion Network PERI Stock Holding History

Dana Investment Advisors’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
-45,277
Closed -$1.02M – 532
2024
Q1 		$1.02M Buy
45,277
+15,181
+50% +$387K 0.03% 370
2023
Q4 		$929K Sell
30,096
-666
-2% -$18.9K 0.04% 256
2023
Q3 		$942K Sell
30,762
-2,598
-8% -$87.2K 0.05% 240
2023
Q2 		$1.02M Buy
33,360
+883
+3% +$30.3K 0.05% 232
2023
Q1 		$1.29M Sell
32,477
-14,048
-30% -$468K 0.07% 207
2022
Q4 		$1.18M Buy
+46,525
New +$1.13M 0.06% 206

Other funds holding PERI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PF
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Vanguard Group
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
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
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

Dana Investment Advisors's PERI Position: Q2 2024 in Review

Dana Investment Advisors sold out of Perion Network (PERI) in Q2 2024, closing a stake of 45,277 shares — an estimated $1.02M sold.

Dana Investment Advisors first reported a position in PERI in Q4 2022 and held it in 6 quarters. The position peaked at $1.29M in Q1 2023. 137 funds tracked by Wall St. Rank hold PERI as of Q2 2024.

  • Dana Investment Advisors reported no remaining Perion Network position as of Q2 2024 after selling out during the quarter.
  • Dana Investment Advisors sold 45,277 Perion Network shares in Q2 2024, an estimated $1.02M.
  • Dana Investment Advisors first reported a position in Perion Network in Q4 2022 and held it in 6 quarters.
  • Dana Investment Advisors's Perion Network position peaked at $1.29M in Q1 2023.
  • 137 funds tracked by Wall St. Rank held Perion Network as of Q2 2024.

Based on Dana Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.