E. Ohman J:or Asset Management’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,500
Closed -$279K 406
2025
Q1
$279K Hold
14,500
0.01% 410
2024
Q4
$294K Hold
14,500
0.01% 419
2024
Q3
$292K Hold
14,500
0.01% 397
2024
Q2
$324K Hold
14,500
0.01% 391
2024
Q1
$408K Buy
14,500
+2,900
+25% +$81.5K 0.01% 370
2023
Q4
$346K Hold
11,600
0.01% 383
2023
Q3
$285K Hold
11,600
0.01% 398
2023
Q2
$310K Hold
11,600
0.01% 404
2023
Q1
$313K Hold
11,600
0.01% 400
2022
Q4
$306K Hold
11,600
0.01% 399
2022
Q3
$250K Hold
11,600
0.01% 405
2022
Q2
$270K Hold
11,600
0.01% 404
2022
Q1
$324K Hold
11,600
0.01% 414
2021
Q4
$388K Hold
11,600
0.01% 412
2021
Q3
$345K Hold
11,600
0.01% 437
2021
Q2
$371K Sell
11,600
-5,000
-30% -$160K 0.01% 439
2021
Q1
$491K Hold
16,600
0.02% 367
2020
Q4
$415K Hold
16,600
0.02% 345
2020
Q3
$338K Hold
16,600
0.02% 340
2020
Q2
$348K Buy
16,600
+8,000
+93% +$168K 0.02% 322
2020
Q1
$144K Sell
8,600
-7,600
-47% -$127K 0.01% 398
2019
Q4
$421K Buy
16,200
+3,700
+30% +$96.1K 0.02% 329
2019
Q3
$361K Hold
12,500
0.02% 288
2019
Q2
$435K Hold
12,500
0.03% 266
2019
Q1
$414K Sell
12,500
-1,700
-12% -$56.3K 0.03% 267
2018
Q4
$421K Hold
14,200
0.03% 257
2018
Q3
$432K Hold
14,200
0.03% 274
2018
Q2
$455K Buy
14,200
+3,600
+34% +$115K 0.03% 266
2018
Q1
$368K Hold
10,600
0.03% 312
2017
Q4
$459K Buy
10,600
+1,700
+19% +$73.7K 0.04% 284
2017
Q3
$396K Hold
8,900
0.04% 297
2017
Q2
$399K Hold
8,900
0.04% 284
2017
Q1
$375K Hold
8,900
0.05% 300
2016
Q4
$352K Buy
8,900
+1,600
+22% +$63.3K 0.05% 273
2016
Q3
$260K Hold
7,300
0.04% 320
2016
Q2
$244K Sell
7,300
-1,400
-16% -$46.7K 0.04% 310
2016
Q1
$340K Hold
8,700
0.06% 230
2015
Q4
$320K Hold
8,700
0.06% 248
2015
Q3
$324K Hold
8,700
0.09% 218
2015
Q2
$427K Hold
8,700
0.1% 198
2015
Q1
$446K Hold
8,700
0.1% 197
2014
Q4
$487K Hold
8,700
0.12% 179
2014
Q3
$475K Hold
8,700
0.12% 180
2014
Q2
$503K Sell
8,700
-2,100
-19% -$121K 0.12% 172
2014
Q1
$585K Hold
10,800
0.15% 154
2013
Q4
$618K Hold
10,800
0.15% 148
2013
Q3
$546K Hold
10,800
0.14% 158
2013
Q2
$490K Buy
+10,800
New +$490K 0.13% 163