EARNEST Partners’s Franklin Templeton BEN Stock Holding History

EARNEST Partners’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 Q4	–	Sell	-174	Closed	-$4.28K	–	374
2023 Q3	$4.28K	Hold	174	–	–	﹤0.01%	844
2023 Q2	$4.65K	Hold	174	–	–	﹤0.01%	823
2023 Q1	$4.69K	Hold	174	–	–	﹤0.01%	814
2022 Q4	$4.59K	Hold	174	–	–	﹤0.01%	812
2022 Q3	$4K	Hold	174	–	–	﹤0.01%	806
2022 Q2	$4K	Hold	174	–	–	﹤0.01%	825
2022 Q1	$5K	Hold	174	–	–	﹤0.01%	823
2021 Q4	$6K	Hold	174	–	–	﹤0.01%	798
2021 Q3	$5K	Hold	174	–	–	﹤0.01%	824
2021 Q2	$6K	Hold	174	–	–	﹤0.01%	786
2021 Q1	$5K	Hold	174	–	–	﹤0.01%	828
2020 Q4	$4K	Hold	174	–	–	﹤0.01%	862
2020 Q3	$4K	Hold	174	–	–	﹤0.01%	805
2020 Q2	$4K	Hold	174	–	–	﹤0.01%	767
2020 Q1	$3K	Hold	174	–	–	﹤0.01%	778
2019 Q4	$5K	Hold	174	–	–	﹤0.01%	760
2019 Q3	$5K	Hold	174	–	–	﹤0.01%	731
2019 Q2	$6K	Hold	174	–	–	﹤0.01%	691
2019 Q1	$6K	Hold	174	–	–	﹤0.01%	676
2018 Q4	$5K	Hold	174	–	–	﹤0.01%	691
2018 Q3	$5K	Hold	174	–	–	﹤0.01%	748
2018 Q2	$6K	Hold	174	–	–	﹤0.01%	687
2018 Q1	$6K	Hold	174	–	–	﹤0.01%	670
2017 Q4	$8K	Buy	+174	New	+$7.54K	﹤0.01%	595
2017 Q1	–	Sell	-174	Closed	-$7K	–	316
2016 Q4	$7K	Buy	+174	New	+$6.51K	﹤0.01%	585

Other funds holding BEN

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

EARNEST Partners's BEN Position: Q4 2023 in Review

EARNEST Partners sold out of Franklin Templeton (BEN) in Q4 2023, closing a stake of 174 shares — an estimated $4.28K sold.

EARNEST Partners first reported a position in BEN in Q4 2016 and held it in 25 quarters. The position peaked at $8K in Q4 2017. 565 funds tracked by Wall St. Rank hold BEN as of Q4 2023.

EARNEST Partners reported no remaining Franklin Templeton position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 174 Franklin Templeton shares in Q4 2023, an estimated $4.28K.
EARNEST Partners first reported a position in Franklin Templeton in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Franklin Templeton position peaked at $8K in Q4 2017.
565 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.