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Crestline Management’s Franklin Resources BEN Stock Holding History

Crestline Management’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
Q4 		– Sell
-16,543
Closed -$333K – 728
2024
Q3 		$333K Buy
+16,543
New +$356K 0.02% 449
2017
Q4 		– Sell
-78,918
Closed -$3.51M – 161
2017
Q3 		$3.51M Buy
+78,918
New +$3.46M 0.49% 30

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
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Crestline Management's BEN Position: Q4 2024 in Review

Crestline Management sold out of Franklin Resources (BEN) in Q4 2024, closing a stake of 16,543 shares — an estimated $333K sold.

Crestline Management first reported a position in BEN in Q3 2017 and held it in 2 quarters. The position peaked at $3.51M in Q3 2017. 564 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

  • Crestline Management reported no remaining Franklin Resources position as of Q4 2024 after selling out during the quarter.
  • Crestline Management sold 16,543 Franklin Resources shares in Q4 2024, an estimated $333K.
  • Crestline Management first reported a position in Franklin Resources in Q3 2017 and held it in 2 quarters.
  • Crestline Management's Franklin Resources position peaked at $3.51M in Q3 2017.
  • 564 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2024.

Based on Crestline Management's 13F filing for Q4 2024, filed 14 Feb 2025.