Cypress Capital Management (Delaware)’s Franklin Templeton BEN Stock Holding History

Cypress Capital Management (Delaware)’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
2022 Q4	–	Sell	-267,036	Closed	-$5.75M	–	19
2022 Q3	$5.75M	Sell	267,036 -24,809	-9%	-$638K	1.07%	34
2022 Q2	$6.8M	Sell	291,845 -1,065	-0.4%	-$27.2K	1.01%	36
2022 Q1	$8.18M	Buy	292,910 +2,049	+0.7%	+$62.6K	1.03%	35
2021 Q4	$9.74M	Buy	290,861 +20,525	+8%	+$676K	1.1%	33
2021 Q3	$8.65M	Hold	270,336	–	–	1.14%	32
2021 Q2	$8.65M	Buy	270,336 +125	+0%	+$4.05K	1.14%	32
2021 Q1	$8M	Sell	270,211 -78,300	-22%	-$2.14M	1.1%	35
2020 Q4	$8.71M	Buy	348,511 +34,400	+11%	+$768K	1.19%	33
2020 Q3	$6.39M	Buy	314,111 +69,984	+29%	+$1.47M	0.98%	41
2020 Q2	$5.12M	Buy	+244,127	New	+$4.61M	0.84%	46
2014 Q2	–	Sell	-4,002	Closed	-$217K	–	52
2014 Q1	$217K	Hold	4,002	–	–	0.07%	45
2013 Q4	$231K	Hold	4,002	–	–	0.07%	46
2013 Q3	$202K	Sell	4,002 -900	-18%	-$43.4K	0.06%	45
2013 Q2	$222K	Buy	+4,902	New	+$250K	0.08%	42

Other funds holding BEN

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cypress Capital Management (Delaware)'s BEN Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of Franklin Templeton (BEN) in Q4 2022, closing a stake of 267,036 shares — an estimated $5.75M sold.

Cypress Capital Management (Delaware) first reported a position in BEN in Q2 2013 and held it in 14 quarters. The position peaked at $9.74M in Q4 2021. 553 funds tracked by Wall St. Rank hold BEN as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining Franklin Templeton position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 267,036 Franklin Templeton shares in Q4 2022, an estimated $5.75M.
Cypress Capital Management (Delaware) first reported a position in Franklin Templeton in Q2 2013 and held it in 14 quarters.
Cypress Capital Management (Delaware)'s Franklin Templeton position peaked at $9.74M in Q4 2021.
553 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.