Eschler Asset Management’s Franklin Resources BEN Stock Holding History

Eschler Asset Management’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
2024 Q2	–	Sell	-8,667	Closed	-$244K	–	55
2024 Q1	$244K	Hold	8,667	–	–	0.16%	88
2023 Q4	$256K	Buy	+8,667	New	+$216K	0.2%	68
2023 Q2	–	Sell	-8,098	Closed	-$218K	–	48
2023 Q1	$218K	Hold	8,098	–	–	0.17%	61
2022 Q4	$214K	Buy	+8,098	New	+$201K	0.4%	43
2022 Q2	–	Sell	-8,098	Closed	-$226K	–	51
2022 Q1	$226K	Hold	8,098	–	–	0.21%	46
2021 Q4	$271K	Buy	+8,098	New	+$267K	0.35%	35

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Eschler Asset Management's BEN Position: Q2 2024 in Review

Eschler Asset Management sold out of Franklin Resources (BEN) in Q2 2024, closing a stake of 8,667 shares — an estimated $244K sold.

Eschler Asset Management first reported a position in BEN in Q4 2021 and held it in 6 quarters. The position peaked at $271K in Q4 2021. 578 funds tracked by Wall St. Rank hold BEN as of Q2 2024.

Eschler Asset Management reported no remaining Franklin Resources position as of Q2 2024 after selling out during the quarter.
Eschler Asset Management sold 8,667 Franklin Resources shares in Q2 2024, an estimated $244K.
Eschler Asset Management first reported a position in Franklin Resources in Q4 2021 and held it in 6 quarters.
Eschler Asset Management's Franklin Resources position peaked at $271K in Q4 2021.
578 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2024.

Based on Eschler Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.