Putnam Investments’s Urban Edge Properties UE Stock Holding History

Putnam Investments’s Portfolio UE Stock Details UE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$2.16M	Buy	117,807 +91,863	+354%	+$1.51M	﹤0.01%	745
2023 Q3	$396K	Sell	25,944 -223	-0.9%	-$3.65K	﹤0.01%	962
2023 Q2	$404K	Buy	26,167 +1,827	+8%	+$26.3K	﹤0.01%	981
2023 Q1	$367K	Sell	24,340 -1,027	-4%	-$15.5K	﹤0.01%	1021
2022 Q4	$357K	Sell	25,367 -13	-0.1%	-$187	﹤0.01%	1031
2022 Q3	$339K	Sell	25,380 -460	-2%	-$7.17K	﹤0.01%	1043
2022 Q2	$393K	Sell	25,840 -319	-1%	-$5.7K	﹤0.01%	1001
2022 Q1	$500K	Sell	26,159 -1,865	-7%	-$34.5K	﹤0.01%	999
2021 Q4	$533K	Buy	+28,024	New	+$513K	﹤0.01%	964

Other funds holding UE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Putnam Investments's UE Position: Q4 2023 in Review

Putnam Investments increased its Urban Edge Properties (UE) stake by 354% in Q4 2023, buying an estimated $1.51M and bringing the position to 117,807 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Putnam Investments first reported a position in UE in Q4 2021 and has held it in 9 quarters since. 224 funds tracked by Wall St. Rank hold UE as of Q4 2023.

Putnam Investments held 117,807 shares of Urban Edge Properties worth $2.16M as of Q4 2023.
Putnam Investments bought 91,863 Urban Edge Properties shares in Q4 2023, an estimated $1.51M.
Urban Edge Properties made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #745 holding.
Putnam Investments first reported a position in Urban Edge Properties in Q4 2021 and has held it in 9 quarters since.
224 funds tracked by Wall St. Rank held Urban Edge Properties as of Q4 2023.

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