Burford Brothers’s Franklin Templeton 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 $843M AUM 39.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Burford Brothers's BEN Position: Q1 2024 in Review

Burford Brothers sold out of Franklin Templeton (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. 596 funds tracked by Wall St. Rank hold BEN as of Q1 2024.

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

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