Athanor Capital’s Franklin Resources BEN Stock Holding History

Athanor Capital’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
2021 Q1	–	Sell	-14,017	Closed	-$350K	–	827
2020 Q4	$350K	Buy	+14,017	New	+$313K	0.01%	545

Other funds holding BEN

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Athanor Capital's BEN Position: Q1 2021 in Review

Athanor Capital sold out of Franklin Resources (BEN) in Q1 2021, closing a stake of 14,017 shares — an estimated $350K sold.

Athanor Capital first reported a position in BEN in Q4 2020 and held it in 1 quarter. The position peaked at $350K in Q4 2020. 548 funds tracked by Wall St. Rank hold BEN as of Q1 2021.

Athanor Capital reported no remaining Franklin Resources position as of Q1 2021 after selling out during the quarter.
Athanor Capital sold 14,017 Franklin Resources shares in Q1 2021, an estimated $350K.
Athanor Capital first reported a position in Franklin Resources in Q4 2020 and held it in 1 quarter.
Athanor Capital's Franklin Resources position peaked at $350K in Q4 2020.
548 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2021.

Based on Athanor Capital's 13F filing for Q1 2021, filed 14 May 2021.