EIM
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Essex Investment Management’s Perion Network PERI Stock Holding History

Essex Investment 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
Q1 		– Sell
-14,034
Closed -$433K – 329
2023
Q4 		$433K Sell
14,034
-5,606
-29% -$159K 0.09% 183
2023
Q3 		$602K Sell
19,640
-609
-3% -$20.4K 0.1% 228
2023
Q2 		$621K Sell
20,249
-7,432
-27% -$255K 0.09% 245
2023
Q1 		$1.1M Sell
27,681
-11,299
-29% -$376K 0.16% 184
2022
Q4 		$986K Hold
38,980
– – 0.15% 198
2022
Q3 		$752K Sell
38,980
-25,267
-39% -$509K 0.12% 214
2022
Q2 		$1.17M Hold
64,247
– – 0.19% 166
2022
Q1 		$1.45M Buy
64,247
+1,556
+2% +$33.1K 0.18% 179
2021
Q4 		$1.51M Buy
62,691
+3,451
+6% +$84.2K 0.17% 177
2021
Q3 		$1.03M Sell
59,240
-1,069
-2% -$20.4K 0.13% 219
2021
Q2 		$1.29M Buy
60,309
+529
+0.9% +$8.94K 0.15% 210
2021
Q1 		$1.07M Hold
59,780
– – 0.13% 229
2020
Q4 		$761K Sell
59,780
-99,761
-63% -$882K 0.09% 257
2020
Q3 		$1.11M Sell
159,541
-441
-0.3% -$2.63K 0.16% 199
2020
Q2 		$837K Hold
159,982
– – 0.14% 211
2020
Q1 		$782K Sell
159,982
-3,831
-2% -$27.5K 0.16% 186
2019
Q4 		$1.02M Buy
163,813
+5,792
+4% +$30.5K 0.13% 231
2019
Q3 		$773K Sell
158,021
-36,834
-19% -$180K 0.11% 246
2019
Q2 		$567K Buy
+194,855
New +$583K 0.08% 295
2019
Q1 		– Sell
-103,017
Closed -$268K – 502
2018
Q4 		$268K Buy
103,017
+43,774
+74% +$123K 0.04% 303
2018
Q3 		$178K Sell
59,243
-2
-0% -$6 0.02% 388
2018
Q2 		$208K Buy
+59,245
New +$175K 0.03% 376

Other funds holding PERI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Essex Investment Management's PERI Position: Q1 2024 in Review

Essex Investment Management sold out of Perion Network (PERI) in Q1 2024, closing a stake of 14,034 shares — an estimated $433K sold.

Essex Investment Management first reported a position in PERI in Q2 2018 and held it in 22 quarters. The position peaked at $1.51M in Q4 2021. 158 funds tracked by Wall St. Rank hold PERI as of Q1 2024.

  • Essex Investment Management reported no remaining Perion Network position as of Q1 2024 after selling out during the quarter.
  • Essex Investment Management sold 14,034 Perion Network shares in Q1 2024, an estimated $433K.
  • Essex Investment Management first reported a position in Perion Network in Q2 2018 and held it in 22 quarters.
  • Essex Investment Management's Perion Network position peaked at $1.51M in Q4 2021.
  • 158 funds tracked by Wall St. Rank held Perion Network as of Q1 2024.

Based on Essex Investment Management's 13F filing for Q1 2024, filed 3 May 2024.