Simplicity Solutions’s Perion Network PERI Stock Holding History

Simplicity Solutions’s Portfolio PERI Stock Details PERI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$438K	Buy	14,204 +185	+1%	+$5.25K	0.01%	710
2023 Q3	$429K	Sell	14,019 -2,552	-15%	-$85.6K	0.01%	639
2023 Q2	$508K	Buy	16,571 +2,450	+17%	+$84.1K	0.01%	656
2023 Q1	$559K	Buy	14,121 +1,707	+14%	+$56.8K	0.01%	659
2022 Q4	$314K	Sell	12,414 -703	-5%	-$17.1K	0.04%	467
2022 Q3	$253K	Buy	13,117 +792	+6%	+$16K	0.04%	519
2022 Q2	$224K	Sell	12,325 -822	-6%	-$17K	0.03%	546
2022 Q1	$296K	Buy	+13,147	New	+$280K	0.04%	453
2021 Q4	–	Sell	-17,625	Closed	-$305K	–	571
2021 Q3	$305K	Sell	17,625 -414	-2%	-$7.89K	0.05%	429
2021 Q2	$386K	Buy	18,039 +886	+5%	+$15K	0.08%	296
2021 Q1	$307K	Sell	17,153 -3,545	-17%	-$64K	0.07%	323
2020 Q4	$263K	Buy	+20,698	New	+$183K	﹤0.01%	821

Other funds holding PERI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Simplicity Solutions's PERI Position: Q4 2023 in Review

Simplicity Solutions increased its Perion Network (PERI) stake by 1.3% in Q4 2023, buying an estimated $5.25K and bringing the position to 14,204 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #710.

Simplicity Solutions first reported a position in PERI in Q4 2020 and has held it in 12 quarters since. The position peaked at $559K in Q1 2023. 183 funds tracked by Wall St. Rank hold PERI as of Q4 2023.

Simplicity Solutions held 14,204 shares of Perion Network worth $438K as of Q4 2023.
Simplicity Solutions bought 185 Perion Network shares in Q4 2023, an estimated $5.25K.
Perion Network made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #710 holding.
Simplicity Solutions first reported a position in Perion Network in Q4 2020 and has held it in 12 quarters since.
Simplicity Solutions's Perion Network position peaked at $559K in Q1 2023.
183 funds tracked by Wall St. Rank held Perion Network as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.