Putnam Investments’s Select Medical SEM Stock Holding History

Putnam Investments’s Portfolio SEM Stock Details SEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.28M	Buy	101,252 +35,162	+53%	+$444K	﹤0.01%	813
2023 Q3	$900K	Buy	+66,090	New	+$1.02M	﹤0.01%	845
2023 Q1	–	Sell	-28,610	Closed	-$383K	–	1196
2022 Q4	$383K	Sell	28,610 -12,007	-30%	-$155K	﹤0.01%	1002
2022 Q3	$484K	Sell	40,617 -87,352	-68%	-$1.24M	﹤0.01%	940
2022 Q2	$1.63M	Sell	127,969 -1,587	-1%	-$20.4K	﹤0.01%	792
2022 Q1	$1.68M	Sell	129,556 -9,792	-7%	-$129K	﹤0.01%	825
2021 Q4	$2.21M	Buy	+139,348	New	+$2.38M	﹤0.01%	747
2019 Q2	–	Sell	-187,499	Closed	-$1.42M	–	939
2019 Q1	$1.42M	Buy	187,499 +30,439	+19%	+$245K	﹤0.01%	736
2018 Q4	$1.3M	Sell	157,060 -52,325	-25%	-$501K	﹤0.01%	707
2018 Q3	$2.08M	Buy	209,385 +7,638	+4%	+$79.1K	﹤0.01%	752
2018 Q2	$1.97M	Buy	+201,747	New	+$1.98M	﹤0.01%	724
2017 Q4	–	Sell	-349,457	Closed	-$3.62M	–	1159
2017 Q3	$3.62M	Sell	349,457 -155,477	-31%	-$1.44M	0.01%	595
2017 Q2	$4.18M	Buy	504,934 +476,747	+1,691%	+$3.58M	0.01%	569
2017 Q1	$203K	Sell	28,187 -219,815	-89%	-$1.59M	﹤0.01%	1227
2016 Q4	$1.77M	Buy	248,002 +31,019	+14%	+$216K	﹤0.01%	870
2016 Q3	$1.58M	Sell	216,983 -277,947	-56%	-$1.77M	﹤0.01%	909
2016 Q2	$2.9M	Sell	494,930 -553,654	-53%	-$3.67M	0.01%	821
2016 Q1	$6.67M	Sell	1,048,584 -4,993	-0.5%	-$26.8K	0.02%	533
2015 Q4	$6.76M	Sell	1,053,577 -9,835	-0.9%	-$61.5K	0.02%	565
2015 Q3	$6.18M	Buy	1,063,412 +3,946	+0.4%	+$29.3K	0.01%	597
2015 Q2	$9.25M	Sell	1,059,466 -536	-0.1%	-$4.5K	0.02%	506
2015 Q1	$8.47M	Sell	1,060,002 -19,880	-2%	-$149K	0.02%	572
2014 Q4	$8.38M	Buy	1,079,882 +332,814	+45%	+$2.43M	0.02%	562
2014 Q3	$4.84M	Sell	747,068 -17,140	-2%	-$132K	0.01%	784
2014 Q2	$6.42M	Sell	764,208 -32,220	-4%	-$250K	0.01%	675
2014 Q1	$5.34M	Sell	796,428 -37,955	-5%	-$230K	0.01%	732
2013 Q4	$5.22M	Buy	+834,383	New	+$4.07M	0.01%	727

Other funds holding SEM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Putnam Investments's SEM Position: Q4 2023 in Review

Putnam Investments increased its Select Medical (SEM) stake by 53% in Q4 2023, buying an estimated $444K and bringing the position to 101,252 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Putnam Investments first reported a position in SEM in Q4 2013 and has held it in 27 quarters since. The position peaked at $9.25M in Q2 2015. 248 funds tracked by Wall St. Rank hold SEM as of Q4 2023.

Putnam Investments held 101,252 shares of Select Medical worth $1.28M as of Q4 2023.
Putnam Investments bought 35,162 Select Medical shares in Q4 2023, an estimated $444K.
Select Medical made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #813 holding.
Putnam Investments first reported a position in Select Medical in Q4 2013 and has held it in 27 quarters since.
Putnam Investments's Select Medical position peaked at $9.25M in Q2 2015.
248 funds tracked by Wall St. Rank held Select Medical as of Q4 2023.

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