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Credit Suisse’s Franklin Resources BEN Stock Holding History

Credit Suisse’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
2016
Q3 		– Sell
-903,500
Closed -$30.1M – 4084
2016
Q2 		$30.1M Sell
903,500
-474,000
-34% -$17.2M 0.03% 584
2016
Q1 		$53.8M Buy
1,377,500
+877,500
+176% +$31.1M 0.06% 316
2015
Q4 		$18.4M Buy
+500,000
New +$19.6M 0.02% 820

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Credit Suisse's BEN Position: Q1 2024 in Review

Credit Suisse reduced its Franklin Resources (BEN) stake by 12% in Q1 2024, selling an estimated $1.85M and leaving 476,859 shares worth $13.4M. The position accounts for 0.01% of the portfolio, ranked #793.

Credit Suisse first reported a position in BEN in Q2 2013 and has held it in 44 quarters since. The position peaked at $106M in Q1 2016. 595 funds tracked by Wall St. Rank hold BEN as of Q1 2024.

  • Credit Suisse held 476,859 shares of Franklin Resources worth $13.4M as of Q1 2024.
  • Credit Suisse sold 67,129 Franklin Resources shares in Q1 2024, an estimated $1.85M.
  • Franklin Resources made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #793 holding.
  • Credit Suisse first reported a position in Franklin Resources in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's Franklin Resources position peaked at $106M in Q1 2016.
  • 595 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.