Punch & Associates Investment Management, Inc. Energy Sector Spdr Transaction History

Punch & Associates Investment Management, Inc.

$1.68 Billion
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 15, 2020	SELL	$23.57 - $60.87 $14,142 - $36,522	-600 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$55.9 - $61.99 $273,910 - $303,751	-4,900 Reduced 89.09%	600 $36,000
Q3 2019 Nov 14, 2019	BUY	$59.2 - $63.13 $325,600 - $347,215	5,500 New	5,500 $326,000

Others Institutions Holding XLE

# of Institutions

2,180

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

Bank Of America Corp Charlotte, NC

33.2M
Shares

$3.08 Billion
0.24% of portfolio
Morgan Stanley New York, NY

17.8M
Shares

$1.65 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.3M
Shares

$1.32 Billion
0.28% of portfolio
Ubs Group Ag

9.46M
Shares

$878 Million
0.15% of portfolio
Goldman Sachs Group Inc New York, NY

8.88M
Shares

$825 Million
0.12% of portfolio

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About ENERGY SECTOR SPDR

Ticker XLE
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