Lindbrook Capital’s Perimeter Group Inc. PRM Stock Holding History

Lindbrook Capital’s Portfolio PRM Stock Details PRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$26K	Sell	2,581 -31	-1%	-$348	﹤0.01%	1247
2024 Q4	$33.4K	Hold	2,612	–	–	﹤0.01%	991
2024 Q3	$35.1K	Buy	2,612 +47	+2%	+$487	﹤0.01%	984
2024 Q2	$20.1K	Buy	2,565 +322	+14%	+$2.41K	﹤0.01%	1242
2024 Q1	$16.6K	Hold	2,243	–	–	﹤0.01%	1308
2023 Q4	$10.3K	Buy	2,243 +2,139	+2,057%	+$8.21K	﹤0.01%	1535
2023 Q3	$472	Buy	104 +53	+104%	+$295	﹤0.01%	2552
2023 Q2	$314	Buy	51 +24	+89%	+$161	﹤0.01%	2606
2023 Q1	$218	Hold	27	–	–	﹤0.01%	2719
2022 Q4	$247	Buy	+27	New	+$238	﹤0.01%	2701

Other funds holding PRM

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

East Coast Asset Management Essex, Massachusetts $624M AUM 40.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Brown Brothers Harriman & Co New York $23.3B AUM 18.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Lindbrook Capital's PRM Position: Q1 2025 in Review

Lindbrook Capital reduced its Perimeter Group Inc. (PRM) stake by 1.2% in Q1 2025, selling an estimated $348 and leaving 2,581 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Lindbrook Capital first reported a position in PRM in Q4 2022 and has held it in 10 quarters since. The position peaked at $35.1K in Q3 2024. 224 funds tracked by Wall St. Rank hold PRM as of Q1 2025.

Lindbrook Capital held 2,581 shares of Perimeter Group Inc. worth $26K as of Q1 2025.
Lindbrook Capital sold 31 Perimeter Group Inc. shares in Q1 2025, an estimated $348.
Perimeter Group Inc. made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1247 holding.
Lindbrook Capital first reported a position in Perimeter Group Inc. in Q4 2022 and has held it in 10 quarters since.
Lindbrook Capital's Perimeter Group Inc. position peaked at $35.1K in Q3 2024.
224 funds tracked by Wall St. Rank held Perimeter Group Inc. as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.