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Putnam Investments’s MidCap Financial Investment MFIC Stock Holding History

Putnam Investments’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$2.27M Buy
165,619
+18,295
+12% +$244K ﹤0.01% 730
2023
Q3 		$2.03M Buy
147,324
+42,511
+41% +$569K ﹤0.01% 718
2023
Q2 		$1.32M Buy
+104,813
New +$1.22M ﹤0.01% 814

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Putnam Investments's MFIC Position: Q4 2023 in Review

Putnam Investments increased its MidCap Financial Investment (MFIC) stake by 12% in Q4 2023, buying an estimated $244K and bringing the position to 165,619 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Putnam Investments first reported a position in MFIC in Q2 2023 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold MFIC as of Q4 2023.

  • Putnam Investments held 165,619 shares of MidCap Financial Investment worth $2.27M as of Q4 2023.
  • Putnam Investments bought 18,295 MidCap Financial Investment shares in Q4 2023, an estimated $244K.
  • MidCap Financial Investment made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #730 holding.
  • Putnam Investments first reported a position in MidCap Financial Investment in Q2 2023 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2023.

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