MPM
PRFT

Meritage Portfolio Management’s Perficient Inc PRFT Stock Holding History

Meritage Portfolio Management’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
Q3 		– Sell
-147,505
Closed -$13.5M – 342
2022
Q2 		$13.5M Sell
147,505
-7,385
-5% -$735K 1.05% 15
2022
Q1 		$17.1M Sell
154,890
-3,548
-2% -$372K 1.06% 15
2021
Q4 		$20.5M Sell
158,438
-1,221
-0.8% -$161K 1.16% 17
2021
Q3 		$18.5M Buy
159,659
+2,374
+2% +$244K 1.11% 20
2021
Q2 		$12.6M Sell
157,285
-1,294
-0.8% -$91.2K 0.76% 27
2021
Q1 		$9.31M Sell
158,579
-5,419
-3% -$307K 0.62% 41
2020
Q4 		$7.82M Buy
163,998
+1,442
+0.9% +$65.4K 0.57% 51
2020
Q3 		$6.95M Buy
+162,556
New +$6.55M 0.62% 43

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Meritage Portfolio Management's PRFT Position: Q3 2022 in Review

Meritage Portfolio Management sold out of Perficient Inc (PRFT) in Q3 2022, closing a stake of 147,505 shares — an estimated $13.5M sold.

Meritage Portfolio Management first reported a position in PRFT in Q3 2020 and held it in 8 quarters. The position peaked at $20.5M in Q4 2021. 271 funds tracked by Wall St. Rank hold PRFT as of Q3 2022.

  • Meritage Portfolio Management reported no remaining Perficient Inc position as of Q3 2022 after selling out during the quarter.
  • Meritage Portfolio Management sold 147,505 Perficient Inc shares in Q3 2022, an estimated $13.5M.
  • Meritage Portfolio Management first reported a position in Perficient Inc in Q3 2020 and held it in 8 quarters.
  • Meritage Portfolio Management's Perficient Inc position peaked at $20.5M in Q4 2021.
  • 271 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2022.

Based on Meritage Portfolio Management's 13F filing for Q3 2022, filed 25 Oct 2022.