ORI
PRFT

Oak Ridge Investments’s Perficient Inc PRFT Stock Holding History

Oak Ridge Investments’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
-37,675
Closed -$3.14M – 154
2023
Q2 		$3.14M Sell
37,675
-1,044
-3% -$76.9K 0.39% 74
2023
Q1 		$2.8M Sell
38,719
-22,710
-37% -$1.66M 0.38% 84
2022
Q4 		$4.29M Sell
61,429
-1,221
-2% -$84.2K 0.64% 52
2022
Q3 		$4.07M Sell
62,650
-461
-0.7% -$38.5K 0.62% 51
2022
Q2 		$5.79M Sell
63,111
-2,968
-4% -$295K 0.84% 30
2022
Q1 		$7.28M Sell
66,079
-31,436
-32% -$3.29M 0.81% 29
2021
Q4 		$12.6M Sell
97,515
-37,227
-28% -$4.9M 1.06% 21
2021
Q3 		$15.6M Sell
134,742
-5,170
-4% -$532K 1.37% 10
2021
Q2 		$11.3M Sell
139,912
-8,331
-6% -$587K 0.98% 24
2021
Q1 		$8.71M Sell
148,243
-3,010
-2% -$170K 0.81% 36
2020
Q4 		$7.21M Sell
151,253
-37,498
-20% -$1.7M 0.64% 50
2020
Q3 		$8.07M Sell
188,751
-15,492
-8% -$624K 0.63% 47
2020
Q2 		$7.31M Sell
204,243
-20,200
-9% -$670K 0.61% 59
2020
Q1 		$6.08M Sell
224,443
-32,238
-13% -$1.41M 0.62% 64
2019
Q4 		$11.8M Sell
256,681
-23,413
-8% -$955K 0.87% 44
2019
Q3 		$10.8M Sell
280,094
-13,147
-4% -$476K 0.81% 51
2019
Q2 		$10.1M Sell
293,241
-20,506
-7% -$628K 0.7% 61
2019
Q1 		$8.59M Buy
313,747
+3,749
+1% +$98.8K 0.55% 79
2018
Q4 		$6.9M Buy
+309,998
New +$7.61M 0.5% 75

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
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 $2.9T AUM 29.55% 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 $156B AUM 27.51% 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 $4.71B AUM 6.32% 1-Year Est. Return

Oak Ridge Investments's PRFT Position: Q3 2023 in Review

Oak Ridge Investments sold out of Perficient Inc (PRFT) in Q3 2023, closing a stake of 37,675 shares — an estimated $3.14M sold.

Oak Ridge Investments first reported a position in PRFT in Q4 2018 and held it in 19 quarters. The position peaked at $15.6M in Q3 2021. 256 funds tracked by Wall St. Rank hold PRFT as of Q3 2023.

  • Oak Ridge Investments reported no remaining Perficient Inc position as of Q3 2023 after selling out during the quarter.
  • Oak Ridge Investments sold 37,675 Perficient Inc shares in Q3 2023, an estimated $3.14M.
  • Oak Ridge Investments first reported a position in Perficient Inc in Q4 2018 and held it in 19 quarters.
  • Oak Ridge Investments's Perficient Inc position peaked at $15.6M in Q3 2021.
  • 256 funds tracked by Wall St. Rank held Perficient Inc as of Q3 2023.

Based on Oak Ridge Investments's 13F filing for Q3 2023, filed 30 Oct 2023.