Putnam Investments’s HealthStream HSTM Stock Holding History

Putnam Investments’s Portfolio HSTM Stock Details HSTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$458K	Sell	16,961 -530	-3%	-$13.2K	﹤0.01%	950
2023 Q3	$377K	Sell	17,491 -150	-0.9%	-$3.31K	﹤0.01%	982
2023 Q2	$433K	Sell	17,641 -553	-3%	-$13.7K	﹤0.01%	952
2023 Q1	$493K	Sell	18,194 -772	-4%	-$19.3K	﹤0.01%	941
2022 Q4	$471K	Buy	18,966 +1,547	+9%	+$37.1K	﹤0.01%	943
2022 Q3	$371K	Sell	17,419 -2,075	-11%	-$47.2K	﹤0.01%	1011
2022 Q2	$423K	Buy	19,494 +1,809	+10%	+$36.1K	﹤0.01%	979
2022 Q1	$353K	Buy	17,685 +8,414	+91%	+$190K	﹤0.01%	1102
2021 Q4	$244K	Buy	+9,271	New	+$245K	﹤0.01%	1139

Other funds holding HSTM

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

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

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

PAIM

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

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Putnam Investments's HSTM Position: Q4 2023 in Review

Putnam Investments reduced its HealthStream (HSTM) stake by 3% in Q4 2023, selling an estimated $13.2K and leaving 16,961 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Putnam Investments first reported a position in HSTM in Q4 2021 and has held it in 9 quarters since. The position peaked at $493K in Q1 2023. 188 funds tracked by Wall St. Rank hold HSTM as of Q4 2023.

Putnam Investments held 16,961 shares of HealthStream worth $458K as of Q4 2023.
Putnam Investments sold 530 HealthStream shares in Q4 2023, an estimated $13.2K.
HealthStream made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #950 holding.
Putnam Investments first reported a position in HealthStream in Q4 2021 and has held it in 9 quarters since.
Putnam Investments's HealthStream position peaked at $493K in Q1 2023.
188 funds tracked by Wall St. Rank held HealthStream as of Q4 2023.

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