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Cutler Group’s Franklin Resources BEN Stock Holding History

Cutler Group’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
-20,200
Closed -$1K – 3800
2022
Q4 		$1K Buy
20,200
+15,100
+296% +$375K ﹤0.01% 3914
2022
Q3 		$18K Sell
5,100
-1,500
-23% -$38.6K ﹤0.01% 2681
2022
Q2 		$61K Sell
6,600
-3,600
-35% -$92.1K ﹤0.01% 1798
2022
Q1 		$21K Buy
+10,200
New +$312K ﹤0.01% 3001
2021
Q4 		– Sell
-4,100
Closed -$3K – 5372
2021
Q3 		$3K Sell
4,100
-42,400
-91% -$1.32M ﹤0.01% 4759
2021
Q2 		$1K Sell
46,500
-700
-1% -$22.7K ﹤0.01% 5202
2021
Q1 		$6K Buy
47,200
+42,600
+926% +$1.16M ﹤0.01% 4202
2020
Q4 		$2K Buy
4,600
+1,100
+31% +$24.6K ﹤0.01% 4106
2020
Q3 		$1K Sell
3,500
-8,100
-70% -$170K ﹤0.01% 4249
2020
Q2 		$6K Buy
11,600
+200
+2% +$3.77K ﹤0.01% 3163
2020
Q1 		$48K Buy
+11,400
New +$262K ﹤0.01% 1734
2019
Q3 		– Sell
-11,100
Closed -$1K – 4067
2019
Q2 		$1K Sell
11,100
-400
-3% -$13.6K ﹤0.01% 3773
2019
Q1 		$3K Buy
11,500
+4,500
+64% +$142K ﹤0.01% 3157
2018
Q4 		$18K Sell
7,000
-5,200
-43% -$160K ﹤0.01% 2170
2018
Q3 		$9K Sell
12,200
-1,900
-13% -$61.2K ﹤0.01% 2705
2018
Q2 		$30K Buy
14,100
+700
+5% +$23.4K ﹤0.01% 1922
2018
Q1 		$52K Sell
13,400
-16,900
-56% -$687K ﹤0.01% 1637
2017
Q4 		$9K Buy
30,300
+4,100
+16% +$178K ﹤0.01% 3190
2017
Q3 		$2K Buy
26,200
+1,000
+4% +$43.8K ﹤0.01% 5013
2017
Q2 		$2K Sell
25,200
-4,900
-16% -$209K ﹤0.01% 5431
2017
Q1 		$4K Sell
30,100
-127,100
-81% -$5.27M ﹤0.01% 4849
2016
Q4 		$15K Buy
157,200
+23,700
+18% +$887K ﹤0.01% 3740
2016
Q3 		$18K Sell
133,500
-4,700
-3% -$166K ﹤0.01% 3518
2016
Q2 		$58K Buy
138,200
+21,000
+18% +$763K ﹤0.01% 2207
2016
Q1 		$44K Buy
117,200
+38,700
+49% +$1.37M ﹤0.01% 2454
2015
Q4 		$294K Buy
+78,500
New +$3.07M 0.02% 901

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

Cutler Group's BEN Position: Q1 2024 in Review

Cutler Group reduced its Franklin Resources (BEN) stake by 83% in Q1 2024, selling an estimated $35.1K and leaving 256 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Cutler Group first reported a position in BEN in Q4 2015 and has held it in 24 quarters since. The position peaked at $1.92M in Q4 2016. 595 funds tracked by Wall St. Rank hold BEN as of Q1 2024.

  • Cutler Group held 256 shares of Franklin Resources worth $7K as of Q1 2024.
  • Cutler Group sold 1,273 Franklin Resources shares in Q1 2024, an estimated $35.1K.
  • Franklin Resources made up ﹤0.01% of Cutler Group's portfolio in Q1 2024, its #1412 holding.
  • Cutler Group first reported a position in Franklin Resources in Q4 2015 and has held it in 24 quarters since.
  • Cutler Group's Franklin Resources position peaked at $1.92M in Q4 2016.
  • 595 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.