EH
BEN icon

Employers Holdings’s Franklin Resources BEN Stock Holding History

Employers Holdings’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
2020
Q2 		– Sell
-20,010
Closed -$334K – 164
2020
Q1 		$334K Buy
20,010
+5,920
+42% +$136K 0.23% 113
2019
Q4 		$366K Hold
14,090
– – 0.19% 132
2019
Q3 		$407K Buy
+14,090
New +$431K 0.21% 120

Other funds holding BEN

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Employers Holdings's BEN Position: Q2 2020 in Review

Employers Holdings sold out of Franklin Resources (BEN) in Q2 2020, closing a stake of 20,010 shares — an estimated $334K sold.

Employers Holdings first reported a position in BEN in Q3 2019 and held it in 3 quarters. The position peaked at $407K in Q3 2019. 483 funds tracked by Wall St. Rank hold BEN as of Q2 2020.

  • Employers Holdings reported no remaining Franklin Resources position as of Q2 2020 after selling out during the quarter.
  • Employers Holdings sold 20,010 Franklin Resources shares in Q2 2020, an estimated $334K.
  • Employers Holdings first reported a position in Franklin Resources in Q3 2019 and held it in 3 quarters.
  • Employers Holdings's Franklin Resources position peaked at $407K in Q3 2019.
  • 483 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2020.

Based on Employers Holdings's 13F filing for Q2 2020, filed 10 Aug 2020.