Psagot Value Holdings’s Perficient Inc PRFT Stock Holding History

Psagot Value Holdings’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
2024 Q1	–	Sell	-3,000	Closed	-$202K	–	554
2023 Q4	$202K	Hold	3,000	–	–	0.09%	164
2023 Q3	$174K	Hold	3,000	–	–	0.09%	166
2023 Q2	$252K	Hold	3,000	–	–	0.13%	140
2023 Q1	$205K	Hold	3,000	–	–	0.09%	173
2022 Q4	$209K	Hold	3,000	–	–	0.06%	183
2022 Q3	$195K	Sell	3,000 -2,900	-49%	-$242K	0.06%	181
2022 Q2	$541K	Hold	5,900	–	–	0.13%	112
2022 Q1	$650K	Hold	5,900	–	–	0.14%	109
2021 Q4	$763K	Hold	5,900	–	–	0.15%	112
2021 Q3	$683K	Hold	5,900	–	–	0.12%	145
2021 Q2	$474K	Buy	+5,900	New	+$416K	0.02%	220

Other funds holding PRFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Psagot Value Holdings's PRFT Position: Q1 2024 in Review

Psagot Value Holdings sold out of Perficient Inc (PRFT) in Q1 2024, closing a stake of 3,000 shares — an estimated $202K sold.

Psagot Value Holdings first reported a position in PRFT in Q2 2021 and held it in 11 quarters. The position peaked at $763K in Q4 2021. 274 funds tracked by Wall St. Rank hold PRFT as of Q1 2024.

Psagot Value Holdings reported no remaining Perficient Inc position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 3,000 Perficient Inc shares in Q1 2024, an estimated $202K.
Psagot Value Holdings first reported a position in Perficient Inc in Q2 2021 and held it in 11 quarters.
Psagot Value Holdings's Perficient Inc position peaked at $763K in Q4 2021.
274 funds tracked by Wall St. Rank held Perficient Inc as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.