Perpetual Investment Management Ltd JBHT β€” J.B. Hunt Transport Services, Inc.

Ownership history in Perpetual Investment Management Ltd  Β·  8 quarters on record

AI Ownership Summary

Perpetual Investment Management Ltd reported J.B. Hunt Transport Services, Inc. (JBHT) in 8 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JBHT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Perpetual Investment Management Ltd's position in J.B. Hunt Transport Services, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
8 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Perpetual Investment Management Ltd held JBHT β€” position size vs. price
% of Fund (quarterly)    JBHT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Perpetual Investment Management Ltd and JBHT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Perpetual Investment Management Ltd reported owning JBHT?

Perpetual Investment Management Ltd reported JBHT across 0 quarterly 13F filings.

What was the largest reported JBHT position in Perpetual Investment Management Ltd's portfolio?

This page shows the quarter-by-quarter portfolio weight history for JBHT in Perpetual Investment Management Ltd.

What is the latest reported JBHT position on this page?

The most recent filing on this page is 2022 Q4, when Perpetual Investment Management Ltd reported 83,317 shares, equal to 1.73% of portfolio, with an estimated market value of $14.5M.

What does the chart on this JBHT ownership page compare?

The chart compares Perpetual Investment Management Ltd's quarterly JBHT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Perpetual Investment Management Ltd time their JBHT position?

Based on 13F filing dates vs. subsequent JBHT price moves, Perpetual Investment Management Ltd correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on JBHT relative to SPY over the holding period was +5.2%.

← Back to Perpetual Investment Management Ltd Holdings