Norbert Lou - Punch Card Management 13F Activity & Position Changes (Q3 2023)
According to the SEC 13F filed on Nov 14, 2023, the Punch Card Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2023. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q3 2023, the filing reported:
New Buys - iShares 0-3 Month Treasury Bond
Increases - None reported
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2023
|
SGOV
iShares 0-3 Month Treasury Bond
|
Buy - Position Entry |
+25,100
|