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Altshuler Shaham’s Franklin Resources BEN Stock Holding History

Altshuler Shaham’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
Q4 		– Sell
-1,025
Closed -$20.7K – 369
2024
Q3 		$20.7K Sell
1,025
-200
-16% -$4.31K ﹤0.01% 188
2024
Q2 		$27.4K Buy
+1,225
New +$29.5K ﹤0.01% 138
2023
Q2 		– Sell
-4,301
Closed -$116K – 323
2023
Q1 		$116K Buy
4,301
+213
+5% +$6.22K ﹤0.01% 122
2022
Q4 		$108K Sell
4,088
-800
-16% -$19.9K ﹤0.01% 133
2022
Q3 		$109K Sell
4,888
-565
-10% -$14.5K ﹤0.01% 155
2022
Q2 		$127K Buy
+5,453
New +$139K ﹤0.01% 160
2021
Q3 		– Sell
-202
Closed -$7K – 525
2021
Q2 		$7K Buy
+202
New +$6.54K ﹤0.01% 542

Other funds holding BEN

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Altshuler Shaham's BEN Position: Q4 2024 in Review

Altshuler Shaham sold out of Franklin Resources (BEN) in Q4 2024, closing a stake of 1,025 shares — an estimated $20.7K sold.

Altshuler Shaham first reported a position in BEN in Q2 2021 and held it in 7 quarters. The position peaked at $127K in Q2 2022. 564 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

  • Altshuler Shaham reported no remaining Franklin Resources position as of Q4 2024 after selling out during the quarter.
  • Altshuler Shaham sold 1,025 Franklin Resources shares in Q4 2024, an estimated $20.7K.
  • Altshuler Shaham first reported a position in Franklin Resources in Q2 2021 and held it in 7 quarters.
  • Altshuler Shaham's Franklin Resources position peaked at $127K in Q2 2022.
  • 564 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2024.

Based on Altshuler Shaham's 13F filing for Q4 2024, filed 13 Feb 2025.