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Punch & Associates Investment Management’s US Physical Therapy USPH Stock Holding History

Punch & Associates Investment Management’s Portfolio USPH Stock Details USPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-44,523
Closed -$3.07M – 242
2020
Q1 		$3.07M Sell
44,523
-594
-1% -$62.6K 0.37% 104
2019
Q4 		$5.16M Buy
45,117
+784
+2% +$97.6K 0.41% 92
2019
Q3 		$5.79M Sell
44,333
-13,386
-23% -$1.74M 0.48% 84
2019
Q2 		$7.08M Buy
57,719
+1,019
+2% +$117K 0.59% 66
2019
Q1 		$5.96M Buy
56,700
+1,113
+2% +$120K 0.51% 83
2018
Q4 		$5.69M Buy
55,587
+133
+0.2% +$14.8K 0.54% 75
2018
Q3 		$6.58M Sell
55,454
-15,404
-22% -$1.74M 0.52% 74
2018
Q2 		$6.8M Sell
70,858
-2,843
-4% -$264K 0.56% 66
2018
Q1 		$5.99M Sell
73,701
-640
-0.9% -$49.6K 0.53% 74
2017
Q4 		$5.37M Sell
74,341
-683
-0.9% -$46.6K 0.46% 91
2017
Q3 		$4.61M Buy
75,024
+2,300
+3% +$140K 0.41% 104
2017
Q2 		$4.39M Buy
72,724
+139
+0.2% +$8.88K 0.41% 108
2017
Q1 		$4.74M Sell
72,585
-7,985
-10% -$566K 0.46% 98
2016
Q4 		$5.66M Sell
80,570
-256
-0.3% -$16.3K 0.56% 65
2016
Q3 		$5.07M Sell
80,826
-27,753
-26% -$1.71M 0.54% 69
2016
Q2 		$6.54M Sell
108,579
-20,282
-16% -$1.11M 0.76% 46
2016
Q1 		$6.41M Sell
128,861
-791
-0.6% -$39.3K 0.78% 46
2015
Q4 		$6.96M Buy
129,652
+9,133
+8% +$458K 0.84% 39
2015
Q3 		$5.41M Buy
120,519
+967
+0.8% +$48.2K 0.74% 47
2015
Q2 		$6.55M Sell
119,552
-97,050
-45% -$4.81M 0.82% 39
2015
Q1 		$10.3M Sell
216,602
-1,153
-0.5% -$49K 1.28% 11
2014
Q4 		$9.14M Sell
217,755
-26,731
-11% -$1.05M 1.17% 16
2014
Q3 		$8.65M Buy
244,486
+6,564
+3% +$232K 1.21% 13
2014
Q2 		$8.13M Buy
237,922
+9,077
+4% +$293K 1.09% 22
2014
Q1 		$7.91M Buy
228,845
+5,253
+2% +$174K 1.08% 20
2013
Q4 		$7.88M Buy
223,592
+23,058
+11% +$755K 1.06% 21
2013
Q3 		$6.23M Buy
200,534
+8,150
+4% +$241K 0.97% 27
2013
Q2 		$5.32M Buy
+192,384
New +$5.09M 0.94% 26

Other funds holding USPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Punch & Associates Investment Management's USPH Position: Q2 2020 in Review

Punch & Associates Investment Management sold out of US Physical Therapy (USPH) in Q2 2020, closing a stake of 44,523 shares — an estimated $3.07M sold.

Punch & Associates Investment Management first reported a position in USPH in Q2 2013 and held it in 28 quarters. The position peaked at $10.3M in Q1 2015. 186 funds tracked by Wall St. Rank hold USPH as of Q2 2020.

  • Punch & Associates Investment Management reported no remaining US Physical Therapy position as of Q2 2020 after selling out during the quarter.
  • Punch & Associates Investment Management sold 44,523 US Physical Therapy shares in Q2 2020, an estimated $3.07M.
  • Punch & Associates Investment Management first reported a position in US Physical Therapy in Q2 2013 and held it in 28 quarters.
  • Punch & Associates Investment Management's US Physical Therapy position peaked at $10.3M in Q1 2015.
  • 186 funds tracked by Wall St. Rank held US Physical Therapy as of Q2 2020.

Based on Punch & Associates Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.