PAIM
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Punch & Associates Investment Management’s Idaho Strategic Resources IDR Stock Holding History

Punch & Associates Investment Management’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.66M Buy
207,220
+855
+0.4% +$33.2K 0.38% 93
2025
Q4 		$8.32M Sell
206,365
-3,290
-2% -$126K 0.49% 78
2025
Q3 		$7.08M Buy
209,655
+27,098
+15% +$640K 0.41% 89
2025
Q2 		$2.39M Buy
+182,557
New +$2.69M 0.15% 128

Other funds holding IDR

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return