UBG
PMM

United Bank (Georgia)’s Putnam Managed Municipal Income PMM Stock Holding History

United Bank (Georgia)’s Portfolio PMM Stock Details PMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,400
Closed -$87K – 126
2025
Q3 		$87K Hold
14,400
– – 0.03% 117
2025
Q2 		$86.1K Hold
14,400
– – 0.03% 113
2025
Q1 		$88.3K Hold
14,400
– – 0.04% 110
2024
Q4 		$86K Hold
14,400
– – 0.04% 105
2024
Q3 		$93.7K Hold
14,400
– – 0.04% 102
2024
Q2 		$89.3K Hold
14,400
– – 0.04% 93
2024
Q1 		$86.3K Hold
14,400
– – 0.04% 94
2023
Q4 		$87.6K Hold
14,400
– – 0.05% 88
2023
Q3 		$78.8K Hold
14,400
– – 0.05% 87
2023
Q2 		$87.7K Hold
14,400
– – 0.05% 89
2023
Q1 		$88.3K Hold
14,400
– – 0.05% 85
2022
Q4 		$90.4K Hold
14,400
– – 0.06% 84
2022
Q3 		$81K Hold
14,400
– – 0.05% 84
2022
Q2 		$95K Buy
+14,400
New +$95.2K 0.06% 85

Other funds holding PMM

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HWAM
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GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AAM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return