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Shufro Rose & Co’s Perma-Fix Environmental Services PESI Stock Holding History

Shufro Rose & Co’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
2022
Q3 		– Sell
-21,573
Closed -$112K – 341
2022
Q2 		$112K Sell
21,573
-600
-3% -$3.33K 0.01% 292
2022
Q1 		$123K Buy
+22,173
New +$130K 0.01% 305

Other funds holding PESI

HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Shufro Rose & Co's PESI Position: Q3 2022 in Review

Shufro Rose & Co sold out of Perma-Fix Environmental Services (PESI) in Q3 2022, closing a stake of 21,573 shares — an estimated $112K sold.

Shufro Rose & Co first reported a position in PESI in Q1 2022 and held it in 2 quarters. The position peaked at $123K in Q1 2022. 28 funds tracked by Wall St. Rank hold PESI as of Q3 2022.

  • Shufro Rose & Co reported no remaining Perma-Fix Environmental Services position as of Q3 2022 after selling out during the quarter.
  • Shufro Rose & Co sold 21,573 Perma-Fix Environmental Services shares in Q3 2022, an estimated $112K.
  • Shufro Rose & Co first reported a position in Perma-Fix Environmental Services in Q1 2022 and held it in 2 quarters.
  • Shufro Rose & Co's Perma-Fix Environmental Services position peaked at $123K in Q1 2022.
  • 28 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q3 2022.

Based on Shufro Rose & Co's 13F filing for Q3 2022, filed 24 Oct 2022.