Putnam Investments’s IBEX IBEX Stock Holding History

Putnam Investments’s Portfolio IBEX Stock Details IBEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$3.33M	Sell	175,357 -4,001	-2%	-$69.5K	﹤0.01%	587
2023 Q3	$2.77M	Sell	179,358 -39,106	-18%	-$731K	﹤0.01%	650
2023 Q2	$4.64M	Buy	218,464 +29,107	+15%	+$622K	0.01%	469
2023 Q1	$4.62M	Sell	189,357 -31,204	-14%	-$835K	0.01%	457
2022 Q4	$5.48M	Sell	220,561 -25,902	-11%	-$584K	0.01%	416
2022 Q3	$4.58M	Sell	246,463 -501	-0.2%	-$8.78K	0.01%	456
2022 Q2	$4.17M	Sell	246,964 -7,498	-3%	-$122K	0.01%	487
2022 Q1	$4.06M	Sell	254,462 -8,247	-3%	-$123K	0.01%	616
2021 Q4	$3.39M	Sell	262,709 -9,700	-4%	-$154K	﹤0.01%	657
2021 Q3	$4.63M	Buy	272,409 +3,740	+1%	+$72.4K	0.01%	545
2021 Q2	$5.24M	Buy	268,669 +4,200	+2%	+$90.9K	0.01%	504
2021 Q1	$5.82M	Sell	264,469 -15,700	-6%	-$321K	0.01%	468
2020 Q4	$5.24M	Buy	280,169 +13,869	+5%	+$247K	0.01%	489
2020 Q3	$4.1M	Buy	+266,300	New	+$3.61M	0.01%	521

Other funds holding IBEX

RGI

Resource Group International Hamilton, Bermuda $104M AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Putnam Investments's IBEX Position: Q4 2023 in Review

Putnam Investments reduced its IBEX (IBEX) stake by 2.2% in Q4 2023, selling an estimated $69.5K and leaving 175,357 shares worth $3.33M. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Putnam Investments first reported a position in IBEX in Q3 2020 and has held it in 14 quarters since. The position peaked at $5.82M in Q1 2021. 83 funds tracked by Wall St. Rank hold IBEX as of Q4 2023.

Putnam Investments held 175,357 shares of IBEX worth $3.33M as of Q4 2023.
Putnam Investments sold 4,001 IBEX shares in Q4 2023, an estimated $69.5K.
IBEX made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #587 holding.
Putnam Investments first reported a position in IBEX in Q3 2020 and has held it in 14 quarters since.
Putnam Investments's IBEX position peaked at $5.82M in Q1 2021.
83 funds tracked by Wall St. Rank held IBEX as of Q4 2023.

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