Cullinan Associates’s Franklin Resources BEN Stock Holding History

Cullinan Associates’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
2023 Q1	–	Sell	-13,837	Closed	-$365K	–	246
2022 Q4	$365K	Buy	+13,837	New	+$344K	0.02%	228

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cullinan Associates's BEN Position: Q1 2023 in Review

Cullinan Associates sold out of Franklin Resources (BEN) in Q1 2023, closing a stake of 13,837 shares — an estimated $365K sold.

Cullinan Associates first reported a position in BEN in Q4 2022 and held it in 1 quarter. The position peaked at $365K in Q4 2022. 556 funds tracked by Wall St. Rank hold BEN as of Q1 2023.

Cullinan Associates reported no remaining Franklin Resources position as of Q1 2023 after selling out during the quarter.
Cullinan Associates sold 13,837 Franklin Resources shares in Q1 2023, an estimated $365K.
Cullinan Associates first reported a position in Franklin Resources in Q4 2022 and held it in 1 quarter.
Cullinan Associates's Franklin Resources position peaked at $365K in Q4 2022.
556 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2023.

Based on Cullinan Associates's 13F filing for Q1 2023, filed 5 Apr 2023.