Yorktown Management & Research Company’s Perion Network PERI Stock Holding History

Yorktown Management & Research Company’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
2024 Q2	–	Sell	-30,300	Closed	-$681K	–	225
2024 Q1	$681K	Hold	30,300	–	–	0.65%	36
2023 Q4	$935K	Hold	30,300	–	–	0.98%	10
2023 Q3	$928K	Hold	30,300	–	–	1.04%	7
2023 Q2	$929K	Sell	30,300 -15,600	-34%	-$536K	1%	8
2023 Q1	$1.82M	Hold	45,900	–	–	1.96%	3
2022 Q4	$1.16M	Hold	45,900	–	–	1.42%	4
2022 Q3	$885K	Buy	45,900 +7,200	+19%	+$145K	1.15%	10
2022 Q2	$704K	Sell	38,700 -18,300	-32%	-$379K	0.91%	15
2022 Q1	$1.28M	Hold	57,000	–	–	1.09%	13
2021 Q4	$1.37M	Buy	57,000 +3,000	+6%	+$73.2K	0.93%	14
2021 Q3	$936K	Hold	54,000	–	–	0.7%	22
2021 Q2	$1.16M	Buy	54,000 +1,400	+3%	+$23.7K	0.91%	13
2021 Q1	$942K	Buy	52,600 +6,600	+14%	+$119K	0.78%	26
2020 Q4	$586K	Sell	46,000 -2,000	-4%	-$17.7K	0.53%	51
2020 Q3	$335K	Buy	48,000 +4,000	+9%	+$23.9K	0.31%	162
2020 Q2	$230K	Buy	44,000 +29,000	+193%	+$148K	0.21%	244
2020 Q1	$73K	Buy	+15,000	New	+$108K	0.07%	236

Other funds holding PERI

HIIFS

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

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

PCMF

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

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

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

MMH

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

MIFH

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

Yorktown Management & Research Company's PERI Position: Q2 2024 in Review

Yorktown Management & Research Company sold out of Perion Network (PERI) in Q2 2024, closing a stake of 30,300 shares — an estimated $681K sold.

Yorktown Management & Research Company first reported a position in PERI in Q1 2020 and held it in 17 quarters. The position peaked at $1.82M in Q1 2023. 137 funds tracked by Wall St. Rank hold PERI as of Q2 2024.

Yorktown Management & Research Company reported no remaining Perion Network position as of Q2 2024 after selling out during the quarter.
Yorktown Management & Research Company sold 30,300 Perion Network shares in Q2 2024, an estimated $681K.
Yorktown Management & Research Company first reported a position in Perion Network in Q1 2020 and held it in 17 quarters.
Yorktown Management & Research Company's Perion Network position peaked at $1.82M in Q1 2023.
137 funds tracked by Wall St. Rank held Perion Network as of Q2 2024.

Based on Yorktown Management & Research Company's 13F filing for Q2 2024, filed 30 Jul 2024.