Perpetual Investment Management Ltd NTRS β€” NORTHERN TR CORP

Ownership history in Perpetual Investment Management Ltd  Β·  9 quarters on record

AI Ownership Summary

Perpetual Investment Management Ltd reported NORTHERN TR CORP (NTRS) in 9 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 NTRS 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 NORTHERN TR CORP, 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
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
9 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 NTRS β€” position size vs. price
% of Fund (quarterly)    NTRS 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)
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Perpetual Investment Management Ltd and NTRS

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 NTRS?

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

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

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

What is the latest reported NTRS position on this page?

The most recent filing on this page is 2022 Q4, when Perpetual Investment Management Ltd reported 72,975 shares, equal to 0.77% of portfolio, with an estimated market value of $6.5M.

What does the chart on this NTRS ownership page compare?

The chart compares Perpetual Investment Management Ltd's quarterly NTRS 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 NTRS position?

Based on 13F filing dates vs. subsequent NTRS price moves, Perpetual Investment Management Ltd correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on NTRS relative to SPY over the holding period was -2.4%.

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