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Punch & Associates Investment Management’s AMES National ATLO Stock Holding History

Punch & Associates Investment Management’s Portfolio ATLO Stock Details ATLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-44,362
Closed -$736K – 231
2023
Q3 		$736K Sell
44,362
-4,344
-9% -$79.9K 0.05% 165
2023
Q2 		$878K Buy
48,706
+17,206
+55% +$323K 0.05% 165
2023
Q1 		$655K Buy
+31,500
New +$736K 0.04% 165

Other funds holding ATLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Punch & Associates Investment Management's ATLO Position: Q4 2023 in Review

Punch & Associates Investment Management sold out of AMES National (ATLO) in Q4 2023, closing a stake of 44,362 shares — an estimated $736K sold.

Punch & Associates Investment Management first reported a position in ATLO in Q1 2023 and held it in 3 quarters. The position peaked at $878K in Q2 2023. 54 funds tracked by Wall St. Rank hold ATLO as of Q4 2023.

  • Punch & Associates Investment Management reported no remaining AMES National position as of Q4 2023 after selling out during the quarter.
  • Punch & Associates Investment Management sold 44,362 AMES National shares in Q4 2023, an estimated $736K.
  • Punch & Associates Investment Management first reported a position in AMES National in Q1 2023 and held it in 3 quarters.
  • Punch & Associates Investment Management's AMES National position peaked at $878K in Q2 2023.
  • 54 funds tracked by Wall St. Rank held AMES National as of Q4 2023.

Based on Punch & Associates Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.