Burford Brothers’s Franklin Resources BEN Stock Holding History

Burford Brothers’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 Q1	–	Sell	-6,950	Closed	-$207K	–	151
2023 Q4	$207K	Buy	+6,950	New	+$173K	0.15%	139

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Burford Brothers's BEN Position: Q1 2024 in Review

Burford Brothers sold out of Franklin Resources (BEN) in Q1 2024, closing a stake of 6,950 shares — an estimated $207K sold.

Burford Brothers first reported a position in BEN in Q4 2023 and held it in 1 quarter. The position peaked at $207K in Q4 2023. 595 funds tracked by Wall St. Rank hold BEN as of Q1 2024.

Burford Brothers reported no remaining Franklin Resources position as of Q1 2024 after selling out during the quarter.
Burford Brothers sold 6,950 Franklin Resources shares in Q1 2024, an estimated $207K.
Burford Brothers first reported a position in Franklin Resources in Q4 2023 and held it in 1 quarter.
Burford Brothers's Franklin Resources position peaked at $207K in Q4 2023.
595 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2024.

Based on Burford Brothers's 13F filing for Q1 2024, filed 15 May 2024.