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Punch & Associates Investment Management’s Perma-Fix Environmental Services PESI Stock Holding History

Punch & Associates Investment Management’s Portfolio PESI Stock Details PESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-168,032
Closed -$593K – 239
2022
Q4 		$593K Sell
168,032
-283,792
-63% -$1.09M 0.04% 173
2022
Q3 		$2.02M Sell
451,824
-16,176
-3% -$83.1K 0.14% 149
2022
Q2 		$2.43M Hold
468,000
– – 0.17% 145
2022
Q1 		$2.59M Buy
468,000
+13,500
+3% +$79K 0.15% 154
2021
Q4 		$2.88M Buy
454,500
+6,250
+1% +$43.2K 0.15% 153
2021
Q3 		$2.98M Buy
448,250
+20,500
+5% +$126K 0.17% 155
2021
Q2 		$3.06M Buy
427,750
+68,500
+19% +$492K 0.17% 159
2021
Q1 		$2.63M Buy
359,250
+59,250
+20% +$401K 0.16% 160
2020
Q4 		$1.79M Buy
300,000
+220,000
+275% +$1.44M 0.12% 164
2020
Q3 		$564K Buy
80,000
+24,700
+45% +$170K 0.05% 188
2020
Q2 		$353K Buy
+55,300
New +$320K 0.03% 197

Other funds holding PESI

HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Punch & Associates Investment Management's PESI Position: Q1 2023 in Review

Punch & Associates Investment Management sold out of Perma-Fix Environmental Services (PESI) in Q1 2023, closing a stake of 168,032 shares — an estimated $593K sold.

Punch & Associates Investment Management first reported a position in PESI in Q2 2020 and held it in 11 quarters. The position peaked at $3.06M in Q2 2021. 32 funds tracked by Wall St. Rank hold PESI as of Q1 2023.

  • Punch & Associates Investment Management reported no remaining Perma-Fix Environmental Services position as of Q1 2023 after selling out during the quarter.
  • Punch & Associates Investment Management sold 168,032 Perma-Fix Environmental Services shares in Q1 2023, an estimated $593K.
  • Punch & Associates Investment Management first reported a position in Perma-Fix Environmental Services in Q2 2020 and held it in 11 quarters.
  • Punch & Associates Investment Management's Perma-Fix Environmental Services position peaked at $3.06M in Q2 2021.
  • 32 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q1 2023.

Based on Punch & Associates Investment Management's 13F filing for Q1 2023, filed 15 May 2023.