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Putnam Investments’s Fidus Investment FDUS Stock Holding History

Putnam Investments’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$750K Buy
38,098
+14,026
+58% +$268K ﹤0.01% 880
2023
Q3 		$462K Sell
24,072
-5,420
-18% -$107K ﹤0.01% 933
2023
Q2 		$578K Buy
29,492
+2,656
+10% +$50.4K ﹤0.01% 909
2023
Q1 		$512K Buy
+26,836
New +$535K ﹤0.01% 934

Other funds holding FDUS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Putnam Investments's FDUS Position: Q4 2023 in Review

Putnam Investments increased its Fidus Investment (FDUS) stake by 58% in Q4 2023, buying an estimated $268K and bringing the position to 38,098 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Putnam Investments first reported a position in FDUS in Q1 2023 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold FDUS as of Q4 2023.

  • Putnam Investments held 38,098 shares of Fidus Investment worth $750K as of Q4 2023.
  • Putnam Investments bought 14,026 Fidus Investment shares in Q4 2023, an estimated $268K.
  • Fidus Investment made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #880 holding.
  • Putnam Investments first reported a position in Fidus Investment in Q1 2023 and has held it in 4 quarters since.
  • 117 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2023.

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