Putnam Investments’s HNI Corp HNI Stock Holding History

Putnam Investments’s Portfolio HNI Stock Details HNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$6.28M	Sell	150,075 -39,075	-21%	-$1.49M	0.01%	399
2023 Q3	$6.55M	Buy	189,150 +23,808	+14%	+$733K	0.01%	389
2023 Q2	$4.66M	Buy	+165,342	New	+$4.4M	0.01%	467
2019 Q4	–	Sell	-57,000	Closed	-$2.02M	–	917
2019 Q3	$2.02M	Buy	+57,000	New	+$1.89M	﹤0.01%	717
2018 Q1	–	Sell	-40,900	Closed	-$1.58M	–	1122
2017 Q4	$1.58M	Buy	+40,900	New	+$1.5M	﹤0.01%	797

Other funds holding HNI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Putnam Investments's HNI Position: Q4 2023 in Review

Putnam Investments reduced its HNI Corp (HNI) stake by 21% in Q4 2023, selling an estimated $1.49M and leaving 150,075 shares worth $6.28M. The position accounts for 0.01% of the portfolio, ranked #399.

Putnam Investments first reported a position in HNI in Q4 2017 and has held it in 5 quarters since. The position peaked at $6.55M in Q3 2023. 212 funds tracked by Wall St. Rank hold HNI as of Q4 2023.

Putnam Investments held 150,075 shares of HNI Corp worth $6.28M as of Q4 2023.
Putnam Investments sold 39,075 HNI Corp shares in Q4 2023, an estimated $1.49M.
HNI Corp made up 0.01% of Putnam Investments's portfolio in Q4 2023, its #399 holding.
Putnam Investments first reported a position in HNI Corp in Q4 2017 and has held it in 5 quarters since.
Putnam Investments's HNI Corp position peaked at $6.55M in Q3 2023.
212 funds tracked by Wall St. Rank held HNI Corp as of Q4 2023.

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