PIM β€” PUTNAM MASTER INTERMEDIATE INCOME TR (pim)

Ownership history in PVG ASSET MANAGEMENT CORP  Β·  4 quarters on record

This page tracks every 13F SEC filing in which PVG ASSET MANAGEMENT CORP reported a position in PUTNAM MASTER INTERMEDIATE INCOME TR (pim) (PIM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.43% (2025 Q4)
πŸ“Š Avg. % of fund
1.33%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
4

Position Intelligence

PVG ASSET MANAGEMENT CORP Γ— PIM AI Analytics

πŸ“‰ PVG ASSET MANAGEMENT CORP underperformed the S&P 500 by –9.7% annually on this PIM position. Timing score: 100% (3/3 decisions correct). Average cost basis: $3.27. Maximum drawdown during holding period: –0.9%.

πŸ“ˆ Position Alpha vs SPY
-9.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 9.7% ann.
3 quarters analyzed

⏱️ Timing Score
100%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct

πŸ’° Entry Quality
$3.27
+0.9% vs current ($3.30)

Best entry: $2.97 (2024 Q4)  Β·  Worst: $3.30 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.9%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
75%
buy-side decisions

3 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ PVG ASSET MANAGEMENT CORP has been actively increasing its PIM allocation β€” a bullish signal from insiders.
Currently 3.43% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    PIM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 482,759 +444,177 +1151.3% 3.43% $1.6M $3.30
2025 Q3 REDUCED 38,582 -8,490 -18.0% 0.49% $133K $3.33
2025 Q1 ADDED 47,072 +985 +2.1% 0.68% $156K $3.09
2024 Q4 INITIATED 46,087 β€” β€” 0.71% $150K $2.97
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