Howard D. Punch, Jr.
@Punch & Associates Investment Management, Inc.
Latest period2024 - Q3ReportedManaged Assets$1.813BTotal holdings169
Assets growth rate6.05%Assets growth rate (2-Q avg)1.68%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Punch & Associates Investment Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 169 positions.
Assets under management
The assets under management (AUM) of Punch & Associates Investment Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.813B in assets, with a quarterly growth rate of 6.05% and a 2-quarter average growth rate of 1.68%. The portfolio is managed by Howard D. Punch, Jr., and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VNQVanguard Index Fds
| 0.01% | $11 0 shares@ $0.0 avg price | New Position |