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Punch & Associates Investment Management’s Educational Development Corp EDUC Stock Holding History

Punch & Associates Investment Management’s Portfolio EDUC Stock Details EDUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-35,000
Closed -$216K – 228
2019
Q4 		$216K Sell
35,000
-2,700
-7% -$17.6K 0.02% 209
2019
Q3 		$233K Hold
37,700
– – 0.02% 203
2019
Q2 		$264K Hold
37,700
– – 0.02% 193
2019
Q1 		$285K Buy
37,700
+4,700
+14% +$38.6K 0.02% 191
2018
Q4 		$281K Buy
+33,000
New +$354K 0.03% 197

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Vanguard Group
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Dimensional Fund Advisors
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BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
WT
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Punch & Associates Investment Management's EDUC Position: Q1 2020 in Review

Punch & Associates Investment Management sold out of Educational Development Corp (EDUC) in Q1 2020, closing a stake of 35,000 shares — an estimated $216K sold.

Punch & Associates Investment Management first reported a position in EDUC in Q4 2018 and held it in 5 quarters. The position peaked at $285K in Q1 2019. 22 funds tracked by Wall St. Rank hold EDUC as of Q1 2020.

  • Punch & Associates Investment Management reported no remaining Educational Development Corp position as of Q1 2020 after selling out during the quarter.
  • Punch & Associates Investment Management sold 35,000 Educational Development Corp shares in Q1 2020, an estimated $216K.
  • Punch & Associates Investment Management first reported a position in Educational Development Corp in Q4 2018 and held it in 5 quarters.
  • Punch & Associates Investment Management's Educational Development Corp position peaked at $285K in Q1 2019.
  • 22 funds tracked by Wall St. Rank held Educational Development Corp as of Q1 2020.

Based on Punch & Associates Investment Management's 13F filing for Q1 2020, filed 15 May 2020.