F.L. Putnam Investment Management’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

F.L. Putnam Investment Management’s Portfolio GUNR Stock Details GUNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-28,037	Closed	-$1.15M	–	494
2023 Q4	$1.15M	Sell	28,037 -21,562	-43%	-$858K	0.03%	244
2023 Q3	$2.01M	Buy	49,599 +15,680	+46%	+$643K	0.06%	207
2023 Q2	$1.36M	Buy	+33,919	New	+$1.4M	0.04%	247

Other funds holding GUNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

F.L. Putnam Investment Management's GUNR Position: Q1 2024 in Review

F.L. Putnam Investment Management sold out of FlexShares Global Upstream Natural Resources Index Fund (GUNR) in Q1 2024, closing a stake of 28,037 shares — an estimated $1.15M sold.

F.L. Putnam Investment Management first reported a position in GUNR in Q2 2023 and held it in 3 quarters. The position peaked at $2.01M in Q3 2023. 281 funds tracked by Wall St. Rank hold GUNR as of Q1 2024.

F.L. Putnam Investment Management reported no remaining FlexShares Global Upstream Natural Resources Index Fund position as of Q1 2024 after selling out during the quarter.
F.L. Putnam Investment Management sold 28,037 FlexShares Global Upstream Natural Resources Index Fund shares in Q1 2024, an estimated $1.15M.
F.L. Putnam Investment Management first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q2 2023 and held it in 3 quarters.
F.L. Putnam Investment Management's FlexShares Global Upstream Natural Resources Index Fund position peaked at $2.01M in Q3 2023.
281 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2024.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2024, filed 3 May 2024.