LA
PRFT

Lindenwold Advisors’s Perficient Inc PRFT Stock Holding History

Lindenwold 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
2024
Q2 		– Sell
-3,871
Closed -$218K – 123
2024
Q1 		$218K Buy
+3,871
New +$253K 0.12% 112
2023
Q4 		– Sell
-4,079
Closed -$236K – 122
2023
Q3 		$236K Buy
4,079
+7
+0.2% +$479 0.15% 101
2023
Q2 		$339K Sell
4,072
-1,129
-22% -$83.1K 0.21% 81
2023
Q1 		$375K Buy
5,201
+23
+0.4% +$1.68K 0.23% 85
2022
Q4 		$362K Buy
5,178
+1,224
+31% +$84.4K 0.24% 83
2022
Q3 		$257K Buy
3,954
+222
+6% +$18.5K 0.19% 94
2022
Q2 		$342K Buy
3,732
+48
+1% +$4.78K 0.24% 81
2022
Q1 		$406K Buy
3,684
+208
+6% +$21.8K 0.25% 79
2021
Q4 		$449K Buy
+3,476
New +$457K 0.26% 79

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindenwold Advisors's PRFT Position: Q2 2024 in Review

Lindenwold Advisors sold out of Perficient Inc (PRFT) in Q2 2024, closing a stake of 3,871 shares — an estimated $218K sold.

Lindenwold Advisors first reported a position in PRFT in Q4 2021 and held it in 9 quarters. The position peaked at $449K in Q4 2021. 257 funds tracked by Wall St. Rank hold PRFT as of Q2 2024.

  • Lindenwold Advisors reported no remaining Perficient Inc position as of Q2 2024 after selling out during the quarter.
  • Lindenwold Advisors sold 3,871 Perficient Inc shares in Q2 2024, an estimated $218K.
  • Lindenwold Advisors first reported a position in Perficient Inc in Q4 2021 and held it in 9 quarters.
  • Lindenwold Advisors's Perficient Inc position peaked at $449K in Q4 2021.
  • 257 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2024.

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