Putnam Investments’s Capital Southwest CSWC Stock Holding History

Putnam Investments’s Portfolio CSWC Stock Details CSWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.93M	Buy	81,291 +21,648	+36%	+$483K	﹤0.01%	763
2023 Q3	$1.37M	Buy	59,643 +7,624	+15%	+$165K	﹤0.01%	792
2023 Q2	$1.03M	Buy	52,019 +1,420	+3%	+$26.2K	﹤0.01%	841
2023 Q1	$900K	Buy	+50,599	New	+$931K	﹤0.01%	866

Other funds holding CSWC

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Putnam Investments's CSWC Position: Q4 2023 in Review

Putnam Investments increased its Capital Southwest (CSWC) stake by 36% in Q4 2023, buying an estimated $483K and bringing the position to 81,291 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Putnam Investments first reported a position in CSWC in Q1 2023 and has held it in 4 quarters since. 136 funds tracked by Wall St. Rank hold CSWC as of Q4 2023.

Putnam Investments held 81,291 shares of Capital Southwest worth $1.93M as of Q4 2023.
Putnam Investments bought 21,648 Capital Southwest shares in Q4 2023, an estimated $483K.
Capital Southwest made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #763 holding.
Putnam Investments first reported a position in Capital Southwest in Q1 2023 and has held it in 4 quarters since.
136 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.