Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,394,857
Closed -$69.5M 487
2023
Q2
$69.5M Sell
1,394,857
-54,798
-4% -$2.97M 0.6% 54
2023
Q1
$79.3M Buy
+1,449,655
New +$83.8M 0.69% 54
2020
Q3
$2.2M Sell
53,679
-203,502
-79% -$8.68M 0.16% 158
2020
Q2
$10.2M Sell
257,181
-23,967
-9% -$892K 0.96% 23
2020
Q1
$8.9M Sell
281,148
-652,005
-70% -$23.1M 1.26% 12
2019
Q4
$33.3M Buy
933,153
+83,139
+10% +$2.83M 4.94% 3
2019
Q3
$28.1M Sell
850,014
-189,483
-18% -$6.3M 4.33% 5
2019
Q2
$33.3M Sell
1,039,497
-376,320
-27% -$11.5M 5.31% 3
2019
Q1
$41.3M Sell
1,415,817
-302,166
-18% -$8.61M 5.97% 2
2018
Q4
$46.1M Buy
1,717,983
+63,192
+4% +$1.8M 6.92% 1
2018
Q3
$47.3M Buy
1,654,791
+106,053
+7% +$3.27M 6.36% 2
2018
Q2
$47.2M Sell
1,548,738
-229,710
-13% -$6.9M 5.74% 2
2018
Q1
$51.1M Buy
1,778,448
+147,042
+9% +$3.97M 6.96% 2
2017
Q4
$41.7M Buy
1,631,406
+274,995
+20% +$6.94M 5.39% 2
2017
Q3
$33.7M Buy
1,356,411
+44,148
+3% +$1.1M 4.7% 3
2017
Q2
$31.3M Buy
1,312,263
+747,603
+132% +$17.2M 2.44% 5
2017
Q1
$13M Buy
+564,660
New +$13.1M 1.29% 19
2016
Q4
Sell
-335,760
Closed -$7.56M 192
2016
Q3
$7.56M Hold
335,760
0.62% 41
2016
Q2
$7.24M Buy
335,760
+16,800
+5% +$359K 0.72% 41
2016
Q1
$7.06M Sell
318,960
-178,200
-36% -$3.67M 0.72% 42
2015
Q4
$9.64M Sell
497,160
-545,700
-52% -$10.4M 1.08% 25
2015
Q3
$18.5M Sell
1,042,860
-312,000
-23% -$5.35M 2.2% 12
2015
Q2
$22M Hold
1,354,860
2.53% 10
2015
Q1
$23M Buy
1,354,860
+1,000,800
+283% +$16.3M 2.59% 9
2014
Q4
$5.66M Sell
354,060
-14,700
-4% -$216K 0.67% 56
2014
Q3
$5.21M Buy
368,760
+346,500
+1,557% +$4.86M 0.56% 58
2014
Q2
$287K Buy
22,260
+3,600
+19% +$44K 0.03% 188
2014
Q1
$230K Buy
18,660
+3,060
+20% +$39.5K 0.03% 172
2013
Q4
$207K Sell
15,600
-4,500
-22% -$55K 0.03% 203
2013
Q3
$215K Sell
20,100
-2,100
-9% -$22.5K 0.03% 195
2013
Q2
$243K Buy
+22,200
New +$226K 0.04% 183

Other funds holding NDAQ

Perpetual Ltd's NDAQ Position: Q3 2023 in Review

Perpetual Ltd sold out of Nasdaq (NDAQ) in Q3 2023, closing a stake of 1,394,857 shares — an estimated $69.5M sold.

Perpetual Ltd first reported a position in NDAQ in Q2 2013 and held it in 31 quarters. The position peaked at $79.3M in Q1 2023. 698 funds tracked by Wall St. Rank hold NDAQ as of Q3 2023.

  • Perpetual Ltd reported no remaining Nasdaq position as of Q3 2023 after selling out during the quarter.
  • Perpetual Ltd sold 1,394,857 Nasdaq shares in Q3 2023, an estimated $69.5M.
  • Perpetual Ltd first reported a position in Nasdaq in Q2 2013 and held it in 31 quarters.
  • Perpetual Ltd's Nasdaq position peaked at $79.3M in Q1 2023.
  • 698 funds tracked by Wall St. Rank held Nasdaq as of Q3 2023.

Based on Perpetual Ltd's 13F filing for Q3 2023, filed 10 Oct 2023.