Clarkston Capital Partners’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$22M Buy
2024
Q2
$24.1M Buy
2024
Q1
$29.4M Sell
2023
Q4
$31.2M Sell
2023
Q3
$171M Sell
2023
Q2
$189M Buy
2023
Q1
$190M Buy
2022
Q4
$185M Buy
2022
Q3
$149M Buy
2022
Q2
$160M Buy
2022
Q1
$187M Sell
2021
Q4
$229M Sell
2021
Q3
$222M Sell
2021
Q2
$242M Sell
2021
Q1
$227M Buy
2020
Q4
$187M Buy
2020
Q3
$144M Buy
2020
Q2
$148M Buy
2020
Q1
$115M Buy