HIIFS
PRFT

Harel Insurance Investments & Financial Services’s Perficient Inc PRFT Stock Holding History

Harel Insurance Investments & Financial Services’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
-7,033
Closed -$591K – 791
2023
Q2 		$591K Buy
+7,033
New +$518K 0.01% 195
2018
Q4 		– Sell
-1,100
Closed -$29K – 540
2018
Q3 		$29K Buy
+1,100
New +$30.4K ﹤0.01% 399

Other funds holding PRFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
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 $4.36B AUM 17.81% 1-Year Est. Return

Harel Insurance Investments & Financial Services's PRFT Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of Perficient Inc (PRFT) in Q3 2023, closing a stake of 7,033 shares — an estimated $591K sold.

Harel Insurance Investments & Financial Services first reported a position in PRFT in Q3 2018 and held it in 2 quarters. The position peaked at $591K in Q2 2023. 256 funds tracked by Wall St. Rank hold PRFT as of Q3 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Perficient Inc position as of Q3 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 7,033 Perficient Inc shares in Q3 2023, an estimated $591K.
  • Harel Insurance Investments & Financial Services first reported a position in Perficient Inc in Q3 2018 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's Perficient Inc position peaked at $591K in Q2 2023.
  • 256 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.