Whittier Trust’s Perficient Inc PRFT Stock Holding History

Whittier Trust’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	-29	Closed	-$2K	–	1746
2022 Q3	$2K	Hold	29	–	–	﹤0.01%	1580
2022 Q2	$3K	Hold	29	–	–	﹤0.01%	1533
2022 Q1	$3K	Buy	+29	New	+$3.04K	﹤0.01%	1548

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

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

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

Whittier Trust's PRFT Position: Q4 2022 in Review

Whittier Trust sold out of Perficient Inc (PRFT) in Q4 2022, closing a stake of 29 shares — an estimated $2K sold.

Whittier Trust first reported a position in PRFT in Q1 2022 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 265 funds tracked by Wall St. Rank hold PRFT as of Q4 2022.

Whittier Trust reported no remaining Perficient Inc position as of Q4 2022 after selling out during the quarter.
Whittier Trust sold 29 Perficient Inc shares in Q4 2022, an estimated $2K.
Whittier Trust first reported a position in Perficient Inc in Q1 2022 and held it in 3 quarters.
Whittier Trust's Perficient Inc position peaked at $3K in Q2 2022.
265 funds tracked by Wall St. Rank held Perficient Inc as of Q4 2022.

Based on Whittier Trust's 13F filing for Q4 2022, filed 25 Jan 2023.