Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PI
PFHD
Putnam Investments’s
Professional Holding Corp. Class A Common stock
PFHD
Stock Holding History
Putnam Investments’s Portfolio
PFHD Stock Details
PFHD Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-44,568
Closed
-$893K
–
1228
2022
Q2
$893K
Sell
44,568
-66,323
-60%
-$1.46M
﹤0.01%
878
2022
Q1
$2.5M
Sell
110,891
-17,977
-14%
-$382K
﹤0.01%
754
2021
Q4
$2.47M
Sell
128,868
-6,200
-5%
-$118K
﹤0.01%
734
2021
Q3
$2.54M
Sell
135,068
-5,000
-4%
-$95K
﹤0.01%
679
2021
Q2
$2.52M
Buy
140,068
+6,900
+5%
+$123K
﹤0.01%
662
2021
Q1
$2.45M
Sell
133,168
-8,300
-6%
-$139K
﹤0.01%
652
2020
Q4
$2.18M
Sell
141,468
-600
-0.4%
-$8.75K
﹤0.01%
657
2020
Q3
$1.91M
Buy
142,068
+62,400
+78%
+$783K
﹤0.01%
671
2020
Q2
$1.11M
Sell
79,668
-2,900
-4%
-$43.4K
﹤0.01%
749
2020
Q1
$1.32M
Buy
+82,568
New
+$1.48M
﹤0.01%
693
Other funds holding PFHD
ECA
Endeavour Capital Advisors
Greenwich, Connecticut
$441M AUM
21.38%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
MF
Magnetar Financial
Evanston, Illinois
$9.83B AUM
190.64%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
CCM
Chicago Capital Management
Chicago, Illinois
$121M AUM
74.36%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close