PAIM
SUNE

Punch & Associates Investment Management’s SUNation Energy SUNE Stock Holding History

Punch & Associates Investment Management’s Portfolio SUNE Stock Details SUNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Hold
0
– -$1.33M – 256
2021
Q3 		– Sell
-1
Closed -$4.38M – 172
2021
Q2 		$2.69M Hold
1
– – 0.15% 163
2021
Q1 		$2.73M Hold
1
– – 0.16% 158
2020
Q4 		$2.24M Hold
1
– – 0.16% 152
2020
Q3 		$1.39M Hold
1
– – 0.12% 168
2020
Q2 		$1.66M Buy
+1
New +$3.07M 0.15% 158
2020
Q1 		– Hold
0
– – – 172

Other funds holding SUNE

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Punch & Associates Investment Management's SUNE Position: Q4 2021 in Review

Punch & Associates Investment Management held its SUNation Energy (SUNE) position steady in Q4 2021 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Punch & Associates Investment Management first reported a position in SUNE in Q2 2020 and has held it in 5 quarters since. The position peaked at $2.73M in Q1 2021. 5 funds tracked by Wall St. Rank hold SUNE as of Q4 2021.

  • Punch & Associates Investment Management held 0 shares of SUNation Energy worth $0 as of Q4 2021.
  • Punch & Associates Investment Management left its SUNation Energy share count unchanged in Q4 2021.
  • SUNation Energy made up ﹤0.01% of Punch & Associates Investment Management's portfolio in Q4 2021, its #256 holding.
  • Punch & Associates Investment Management first reported a position in SUNation Energy in Q2 2020 and has held it in 5 quarters since.
  • Punch & Associates Investment Management's SUNation Energy position peaked at $2.73M in Q1 2021.
  • 5 funds tracked by Wall St. Rank held SUNation Energy as of Q4 2021.

Based on Punch & Associates Investment Management's 13F filing for Q4 2021, filed 15 Feb 2022.