PAIM
STRM

Punch & Associates Investment Management’s Streamline Health Solutions STRM Stock Holding History

Punch & Associates Investment Management’s Portfolio STRM Stock Details STRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,100
Closed -$103K – 238
2023
Q3 		$103K Sell
7,100
-89,247
-93% -$1.55M 0.01% 209
2023
Q2 		$1.84M Hold
96,347
– – 0.11% 151
2023
Q1 		$2.6M Sell
96,347
-753
-0.8% -$21.4K 0.17% 140
2022
Q4 		$2.3M Hold
97,100
– – 0.15% 151
2022
Q3 		$1.73M Sell
97,100
-11,367
-10% -$255K 0.12% 156
2022
Q2 		$2.07M Sell
108,467
-4,806
-4% -$96.6K 0.14% 154
2022
Q1 		$2.72M Sell
113,273
-194
-0.2% -$4.16K 0.15% 152
2021
Q4 		$2.54M Hold
113,467
– – 0.13% 157
2021
Q3 		$2.98M Buy
113,467
+7,100
+7% +$175K 0.17% 156
2021
Q2 		$2.82M Buy
106,367
+13,700
+15% +$408K 0.16% 162
2021
Q1 		$2.85M Buy
+92,667
New +$2.66M 0.17% 153

Other funds holding STRM

TA
Tamarack Advisers Carlsbad, California $2.12M AUM 58.09% 1-Year Est. Return
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Punch & Associates Investment Management's STRM Position: Q4 2023 in Review

Punch & Associates Investment Management sold out of Streamline Health Solutions (STRM) in Q4 2023, closing a stake of 7,100 shares — an estimated $103K sold.

Punch & Associates Investment Management first reported a position in STRM in Q1 2021 and held it in 11 quarters. The position peaked at $2.98M in Q3 2021. 40 funds tracked by Wall St. Rank hold STRM as of Q4 2023.

  • Punch & Associates Investment Management reported no remaining Streamline Health Solutions position as of Q4 2023 after selling out during the quarter.
  • Punch & Associates Investment Management sold 7,100 Streamline Health Solutions shares in Q4 2023, an estimated $103K.
  • Punch & Associates Investment Management first reported a position in Streamline Health Solutions in Q1 2021 and held it in 11 quarters.
  • Punch & Associates Investment Management's Streamline Health Solutions position peaked at $2.98M in Q3 2021.
  • 40 funds tracked by Wall St. Rank held Streamline Health Solutions as of Q4 2023.

Based on Punch & Associates Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.