Echo Street Capital Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,378
| Closed | -$206K | – | 57 |
|
|
2023
Q3 | $206K | Buy |
+8,378
| New | +$206K | ﹤0.01% | 437 |
|
|
2023
Q2 | – | Sell |
-26,991
| Closed | -$727K | – | 462 |
|
|
2023
Q1 | $727K | Buy |
+26,991
| New | +$727K | 0.01% | 176 |
|
|
2022
Q4 | – | Sell |
-9,692
| Closed | -$209K | – | 499 |
|
|
2022
Q3 | $209K | Buy |
+9,692
| New | +$209K | ﹤0.01% | 481 |
|
|
2022
Q2 | – | Sell |
-15,191
| Closed | -$424K | – | 568 |
|
|
2022
Q1 | $424K | Buy |
+15,191
| New | +$424K | ﹤0.01% | 440 |
|
|
2021
Q4 | – | Sell |
-27,659
| Closed | -$822K | – | 628 |
|
|
2021
Q3 | $822K | Buy |
27,659
+12,395
| +81% | +$368K | 0.01% | 290 |
|
|
2021
Q2 | $488K | Buy |
+15,264
| New | +$488K | ﹤0.01% | 376 |
|