Aigen Investment Management’s Franklin Resources BEN Stock Holding History

Aigen Investment Management’s Portfolio BEN Stock Details BEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-49,563	Closed	-$1.11M	–	739
2024 Q2	$1.11M	Buy	49,563 +35,262	+247%	+$849K	0.22%	123
2024 Q1	$402K	Buy	+14,301	New	+$394K	0.09%	345
2023 Q4	–	Sell	-20,430	Closed	-$502K	–	798
2023 Q3	$502K	Buy	+20,430	New	+$553K	0.09%	350
2022 Q3	–	Sell	-29,705	Closed	-$692K	–	583
2022 Q2	$692K	Buy	+29,705	New	+$760K	0.12%	237
2021 Q3	–	Sell	-9,284	Closed	-$297K	–	474
2021 Q2	$297K	Buy	+9,284	New	+$301K	0.05%	337
2020 Q4	–	Sell	-41,514	Closed	-$845K	–	789
2020 Q3	$845K	Buy	+41,514	New	+$872K	0.11%	298
2020 Q2	–	Sell	-92,272	Closed	-$1.54M	–	840
2020 Q1	$1.54M	Sell	92,272 -73,119	-44%	-$1.68M	0.2%	127
2019 Q4	$4.3M	Buy	+165,391	New	+$4.49M	0.71%	14

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Aigen Investment Management's BEN Position: Q3 2024 in Review

Aigen Investment Management sold out of Franklin Resources (BEN) in Q3 2024, closing a stake of 49,563 shares — an estimated $1.11M sold.

Aigen Investment Management first reported a position in BEN in Q4 2019 and held it in 8 quarters. The position peaked at $4.3M in Q4 2019. 555 funds tracked by Wall St. Rank hold BEN as of Q3 2024.

Aigen Investment Management reported no remaining Franklin Resources position as of Q3 2024 after selling out during the quarter.
Aigen Investment Management sold 49,563 Franklin Resources shares in Q3 2024, an estimated $1.11M.
Aigen Investment Management first reported a position in Franklin Resources in Q4 2019 and held it in 8 quarters.
Aigen Investment Management's Franklin Resources position peaked at $4.3M in Q4 2019.
555 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2024.

Based on Aigen Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.