Engineers Gate Manager’s Franklin Resources BEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-324,103	Closed	-$7.74M	–	2184
2025 Q4	$7.74M	Buy	324,103 +31,236	+11%	+$717K	0.09%	242
2025 Q3	$6.77M	Buy	+292,867	New	+$7.24M	0.08%	315
2024 Q3	–	Sell	-177,988	Closed	-$3.98M	–	2120
2024 Q2	$3.98M	Buy	177,988 +75,949	+74%	+$1.83M	0.09%	321
2024 Q1	$2.87M	Buy	102,039 +90,401	+777%	+$2.49M	0.08%	367
2023 Q4	$347K	Sell	11,638 -7,937	-41%	-$197K	0.01%	1373
2023 Q3	$481K	Buy	+19,575	New	+$529K	0.02%	1081
2022 Q1	–	Sell	-64,442	Closed	-$2.16M	–	1859
2021 Q4	$2.16M	Buy	+64,442	New	+$2.12M	0.1%	256
2021 Q2	–	Sell	-18,115	Closed	-$536K	–	1619
2021 Q1	$536K	Sell	18,115 -15,434	-46%	-$422K	0.03%	946
2020 Q4	$838K	Buy	+33,549	New	+$749K	0.04%	671
2020 Q3	–	Sell	-15,600	Closed	-$327K	–	1678
2020 Q2	$327K	Sell	15,600 -3,540	-18%	-$66.8K	0.02%	1173
2020 Q1	$319K	Sell	19,140 -12,028	-39%	-$276K	0.02%	999
2019 Q4	$810K	Sell	31,168 -10,911	-26%	-$296K	0.04%	755
2019 Q3	$1.21M	Buy	+42,079	New	+$1.29M	0.06%	472
2016 Q4	–	Sell	-18,921	Closed	-$673K	–	592
2016 Q3	$673K	Buy	+18,921	New	+$669K	0.07%	409
2015 Q4	–	Sell	-56,604	Closed	-$2.11M	–	647
2015 Q3	$2.11M	Buy	56,604 +32,717	+137%	+$1.42M	0.18%	212
2015 Q2	$1.17M	Sell	23,887 -11,668	-33%	-$599K	0.11%	320
2015 Q1	$1.82M	Buy	+35,555	New	+$1.89M	0.24%	80