PAIM
GBNY

Punch & Associates Investment Management’s Generations Bancorp NY, Inc. Common Stock GBNY Stock Holding History

Punch & Associates Investment Management’s Portfolio GBNY Stock Details GBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-52,603
Closed -$600K – 240
2022
Q2 		$600K Sell
52,603
-18,197
-26% -$211K 0.04% 178
2022
Q1 		$837K Sell
70,800
-2,000
-3% -$23.5K 0.05% 172
2021
Q4 		$867K Hold
72,800
– – 0.05% 180
2021
Q3 		$834K Hold
72,800
– – 0.05% 184
2021
Q2 		$735K Buy
72,800
+8,000
+12% +$79.5K 0.04% 188
2021
Q1 		$643K Buy
+64,800
New +$635K 0.04% 193

Other funds holding GBNY

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Punch & Associates Investment Management's GBNY Position: Q3 2022 in Review

Punch & Associates Investment Management sold out of Generations Bancorp NY, Inc. Common Stock (GBNY) in Q3 2022, closing a stake of 52,603 shares — an estimated $600K sold.

Punch & Associates Investment Management first reported a position in GBNY in Q1 2021 and held it in 6 quarters. The position peaked at $867K in Q4 2021. 12 funds tracked by Wall St. Rank hold GBNY as of Q3 2022.

  • Punch & Associates Investment Management reported no remaining Generations Bancorp NY, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Punch & Associates Investment Management sold 52,603 Generations Bancorp NY, Inc. Common Stock shares in Q3 2022, an estimated $600K.
  • Punch & Associates Investment Management first reported a position in Generations Bancorp NY, Inc. Common Stock in Q1 2021 and held it in 6 quarters.
  • Punch & Associates Investment Management's Generations Bancorp NY, Inc. Common Stock position peaked at $867K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held Generations Bancorp NY, Inc. Common Stock as of Q3 2022.

Based on Punch & Associates Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.