PAIM
GDO

Punch & Associates Investment Management’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Punch & Associates Investment Management’s Portfolio GDO Stock Details GDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-678,556
Closed -$8.73M – 174
2024
Q3 		$8.73M Sell
678,556
-135,712
-17% -$1.72M 0.48% 91
2024
Q2 		$9.94M Buy
814,268
+12,850
+2% +$157K 0.58% 71
2024
Q1 		$10M Buy
801,418
+65,157
+9% +$819K 0.57% 73
2023
Q4 		$9.4M Sell
736,261
-18,671
-2% -$222K 0.55% 73
2023
Q3 		$8.95M Buy
754,932
+12,952
+2% +$159K 0.57% 75
2023
Q2 		$9.17M Sell
741,980
-30,776
-4% -$382K 0.56% 75
2023
Q1 		$9.81M Sell
772,756
-64,993
-8% -$842K 0.63% 64
2022
Q4 		$10.7M Buy
837,749
+54,089
+7% +$660K 0.69% 54
2022
Q3 		$8.74M Buy
783,660
+109,710
+16% +$1.48M 0.61% 58
2022
Q2 		$9.14M Buy
673,950
+2,687
+0.4% +$38.3K 0.64% 53
2022
Q1 		$9.97M Buy
671,263
+102,362
+18% +$1.64M 0.57% 71
2021
Q4 		$9.95M Buy
568,901
+165,802
+41% +$2.93M 0.52% 78
2021
Q3 		$7.27M Sell
403,099
-5,534
-1% -$102K 0.42% 103
2021
Q2 		$7.6M Buy
408,633
+5,202
+1% +$93.9K 0.43% 100
2021
Q1 		$7.1M Buy
403,431
+12,973
+3% +$231K 0.43% 103
2020
Q4 		$7.07M Buy
390,458
+2,080
+0.5% +$36.3K 0.49% 85
2020
Q3 		$6.43M Buy
388,378
+14,495
+4% +$248K 0.55% 72
2020
Q2 		$6.12M Buy
373,883
+178,033
+91% +$2.8M 0.55% 71
2020
Q1 		$2.69M Buy
+195,850
New +$3.33M 0.32% 113

Other funds holding GDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Punch & Associates Investment Management's GDO Position: Q4 2024 in Review

Punch & Associates Investment Management sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q4 2024, closing a stake of 678,556 shares — an estimated $8.73M sold.

Punch & Associates Investment Management first reported a position in GDO in Q1 2020 and held it in 19 quarters. The position peaked at $10.7M in Q4 2022. 30 funds tracked by Wall St. Rank hold GDO as of Q4 2024.

  • Punch & Associates Investment Management reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • Punch & Associates Investment Management sold 678,556 Western Asset Global Corporate Defined Opportunity Fund shares in Q4 2024, an estimated $8.73M.
  • Punch & Associates Investment Management first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q1 2020 and held it in 19 quarters.
  • Punch & Associates Investment Management's Western Asset Global Corporate Defined Opportunity Fund position peaked at $10.7M in Q4 2022.
  • 30 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q4 2024.

Based on Punch & Associates Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.