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Putnam Investments’s StoneX SNEX Stock Holding History

Putnam Investments’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$1.72M Buy
78,584
+8,737
+13% +$166K ﹤0.01% 775
2023
Q3 		$1.34M Sell
69,847
-24,027
-26% -$441K ﹤0.01% 793
2023
Q2 		$1.54M Sell
93,874
-2,926
-3% -$52.2K ﹤0.01% 791
2023
Q1 		$1.98M Buy
96,800
+37,883
+64% +$721K ﹤0.01% 731
2022
Q4 		$1.11M Sell
58,917
-31
-0.1% -$573 ﹤0.01% 823
2022
Q3 		$966K Buy
+58,948
New +$1.01M ﹤0.01% 859

Other funds holding SNEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Putnam Investments's SNEX Position: Q4 2023 in Review

Putnam Investments increased its StoneX (SNEX) stake by 13% in Q4 2023, buying an estimated $166K and bringing the position to 78,584 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Putnam Investments first reported a position in SNEX in Q3 2022 and has held it in 6 quarters since. The position peaked at $1.98M in Q1 2023. 235 funds tracked by Wall St. Rank hold SNEX as of Q4 2023.

  • Putnam Investments held 78,584 shares of StoneX worth $1.72M as of Q4 2023.
  • Putnam Investments bought 8,737 StoneX shares in Q4 2023, an estimated $166K.
  • StoneX made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #775 holding.
  • Putnam Investments first reported a position in StoneX in Q3 2022 and has held it in 6 quarters since.
  • Putnam Investments's StoneX position peaked at $1.98M in Q1 2023.
  • 235 funds tracked by Wall St. Rank held StoneX as of Q4 2023.

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