OSAM
PRFT

O'Shaughnessy Asset Management’s Perficient Inc PRFT Stock Holding History

O'Shaughnessy Asset 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
Q4 		– Sell
-3,217
Closed -$209K – 1476
2022
Q3 		$209K Sell
3,217
-628
-16% -$52.4K ﹤0.01% 1066
2022
Q2 		$353K Sell
3,845
-880
-19% -$87.5K 0.01% 804
2022
Q1 		$520K Buy
4,725
+187
+4% +$19.6K 0.01% 714
2021
Q4 		$587K Sell
4,538
-3,440
-43% -$453K 0.01% 654
2021
Q3 		$925K Buy
7,978
+1,240
+18% +$128K 0.02% 486
2021
Q2 		$542K Buy
6,738
+296
+5% +$20.9K 0.01% 628
2021
Q1 		$378K Sell
6,442
-7
-0.1% -$396 0.01% 698
2020
Q4 		$307K Buy
6,449
+495
+8% +$22.5K 0.01% 684
2020
Q3 		$255K Sell
5,954
-3,561
-37% -$143K 0.01% 630
2020
Q2 		$341K Sell
9,515
-8,882
-48% -$295K 0.01% 493
2020
Q1 		$500K Sell
18,397
-10,433
-36% -$455K 0.02% 297
2019
Q4 		$1.33M Sell
28,830
-46,981
-62% -$1.92M 0.03% 235
2019
Q3 		$2.92M Sell
75,811
-13,645
-15% -$494K 0.07% 147
2019
Q2 		$3.06M Sell
89,456
-1,113
-1% -$34.1K 0.07% 149
2019
Q1 		$2.47M Buy
90,569
+4,432
+5% +$117K 0.06% 175
2018
Q4 		$1.92M Buy
86,137
+31,220
+57% +$766K 0.05% 188
2018
Q3 		$1.45M Buy
54,917
+25,904
+89% +$716K 0.03% 220
2018
Q2 		$761K Buy
+29,013
New +$728K 0.02% 287
2015
Q1 		– Sell
-12,124
Closed -$224K – 1153
2014
Q4 		$224K Sell
12,124
-4,362
-26% -$72.4K ﹤0.01% 518
2014
Q3 		$246K Hold
16,486
– – ﹤0.01% 522
2014
Q2 		$321K Sell
16,486
-823
-5% -$14.9K 0.01% 484
2014
Q1 		$313K Buy
+17,309
New +$354K 0.01% 468

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return

O'Shaughnessy Asset Management's PRFT Position: Q4 2022 in Review

O'Shaughnessy Asset Management sold out of Perficient Inc (PRFT) in Q4 2022, closing a stake of 3,217 shares — an estimated $209K sold.

O'Shaughnessy Asset Management first reported a position in PRFT in Q1 2014 and held it in 22 quarters. The position peaked at $3.06M in Q2 2019. 265 funds tracked by Wall St. Rank hold PRFT as of Q4 2022.

  • O'Shaughnessy Asset Management reported no remaining Perficient Inc position as of Q4 2022 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 3,217 Perficient Inc shares in Q4 2022, an estimated $209K.
  • O'Shaughnessy Asset Management first reported a position in Perficient Inc in Q1 2014 and held it in 22 quarters.
  • O'Shaughnessy Asset Management's Perficient Inc position peaked at $3.06M in Q2 2019.
  • 265 funds tracked by Wall St. Rank held Perficient Inc as of Q4 2022.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.