Elo Mutual Pension Insurance’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-24,223
Closed -$491K 626
2024
Q4
$491K Sell
24,223
-1,106
-4% -$22.4K 0.01% 487
2024
Q3
$510K Buy
25,329
+40
+0.2% +$806 0.01% 469
2024
Q2
$565K Sell
25,289
-1,877
-7% -$42K 0.01% 462
2024
Q1
$764K Buy
27,166
+1,028
+4% +$28.9K 0.02% 448
2023
Q4
$779K Buy
26,138
+986
+4% +$29.4K 0.02% 450
2023
Q3
$618K Buy
25,152
+365
+1% +$8.97K 0.02% 445
2023
Q2
$662K Buy
24,787
+744
+3% +$19.9K 0.02% 437
2023
Q1
$648K Buy
24,043
+1,227
+5% +$33.1K 0.02% 414
2022
Q4
$602K Buy
22,816
+244
+1% +$6.44K 0.02% 431
2022
Q3
$486K Sell
22,572
-1,108
-5% -$23.9K 0.02% 432
2022
Q2
$552K Hold
23,680
0.02% 442
2022
Q1
$661K Buy
23,680
+1,175
+5% +$32.8K 0.02% 459
2021
Q4
$754K Buy
22,505
+695
+3% +$23.3K 0.02% 421
2021
Q3
$648K Hold
21,810
0.02% 397
2021
Q2
$698K Hold
21,810
0.02% 396
2021
Q1
$646K Buy
21,810
+680
+3% +$20.1K 0.02% 403
2020
Q4
$528K Buy
+21,130
New +$528K 0.02% 409