Perpetual Investment Management’s FTI Consulting FCN Stock Holding History

Perpetual Investment Management’s Portfolio FCN Stock Details FCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$4.53M	Sell	28,509 -2,974	-9%	-$496K	0.54%	50
2022 Q3	$5.22M	Sell	31,483 -9,845	-24%	-$1.66M	0.76%	43
2022 Q2	$7.47M	Sell	41,328 -42,231	-51%	-$6.97M	1.09%	31
2022 Q1	$13.1M	Hold	83,559	–	–	1.65%	16
2021 Q4	$12.8M	Buy	83,559 +4,500	+6%	+$656K	1.47%	16
2021 Q3	$10.6M	Buy	79,059 +2,700	+4%	+$375K	1.35%	19
2021 Q2	$10.4M	Sell	76,359 -2,700	-3%	-$380K	1.48%	17
2021 Q1	$11.1M	Buy	79,059 +18,600	+31%	+$2.2M	1.84%	13
2020 Q4	$6.69M	Buy	+60,459	New	+$6.51M	0.99%	38

Other funds holding FCN

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Perpetual Investment Management's FCN Position: Q4 2022 in Review

Perpetual Investment Management reduced its FTI Consulting (FCN) stake by 9.4% in Q4 2022, selling an estimated $496K and leaving 28,509 shares worth $4.53M. The position accounts for 0.54% of the portfolio, ranked #50.

Perpetual Investment Management first reported a position in FCN in Q4 2020 and has held it in 9 quarters since. The position peaked at $13.1M in Q1 2022. 346 funds tracked by Wall St. Rank hold FCN as of Q4 2022.

Perpetual Investment Management held 28,509 shares of FTI Consulting worth $4.53M as of Q4 2022.
Perpetual Investment Management sold 2,974 FTI Consulting shares in Q4 2022, an estimated $496K.
FTI Consulting made up 0.54% of Perpetual Investment Management's portfolio in Q4 2022, its #50 holding.
Perpetual Investment Management first reported a position in FTI Consulting in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's FTI Consulting position peaked at $13.1M in Q1 2022.
346 funds tracked by Wall St. Rank held FTI Consulting as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.