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Crestline Management’s Franklin Templeton 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 $843M AUM 39.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Crestline Management's BEN Position: Q4 2024 in Review

Crestline Management sold out of Franklin Templeton (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. 566 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

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

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