EA
PRFT

Ellsworth Advisors’s Perficient Inc PRFT Stock Holding History

Ellsworth Advisors’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
2022
Q1 		– Sell
-6,982
Closed -$903K – 167
2021
Q4 		$903K Sell
6,982
-566
-7% -$74.5K 0.33% 65
2021
Q3 		$873K Buy
7,548
+164
+2% +$16.9K 0.4% 64
2021
Q2 		$594K Buy
7,384
+1,048
+17% +$73.9K 0.29% 70
2021
Q1 		$372K Buy
6,336
+1,149
+22% +$65K 0.22% 94
2020
Q4 		$247K Buy
+5,187
New +$235K 0.18% 99

Other funds holding PRFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ellsworth Advisors's PRFT Position: Q1 2022 in Review

Ellsworth Advisors sold out of Perficient Inc (PRFT) in Q1 2022, closing a stake of 6,982 shares — an estimated $903K sold.

Ellsworth Advisors first reported a position in PRFT in Q4 2020 and held it in 5 quarters. The position peaked at $903K in Q4 2021. 314 funds tracked by Wall St. Rank hold PRFT as of Q1 2022.

  • Ellsworth Advisors reported no remaining Perficient Inc position as of Q1 2022 after selling out during the quarter.
  • Ellsworth Advisors sold 6,982 Perficient Inc shares in Q1 2022, an estimated $903K.
  • Ellsworth Advisors first reported a position in Perficient Inc in Q4 2020 and held it in 5 quarters.
  • Ellsworth Advisors's Perficient Inc position peaked at $903K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2022.

Based on Ellsworth Advisors's 13F filing for Q1 2022, filed 21 Apr 2022.