Evergreen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-43,199
| Closed | -$845K | – | 1139 |
|
|
2025
Q1 | $845K | Buy |
+43,199
| New | +$845K | 0.03% | 364 |
|
|
2024
Q4 | – | Sell |
-10,151
| Closed | -$207K | – | 1067 |
|
|
2024
Q3 | $207K | Sell |
10,151
-2,204
| -18% | -$44.9K | 0.01% | 927 |
|
|
2024
Q2 | $279K | Buy |
12,355
+4,761
| +63% | +$107K | 0.01% | 690 |
|
|
2024
Q1 | $216K | Buy |
7,594
+15
| +0.2% | +$426 | 0.01% | 768 |
|
|
2023
Q4 | $226K | Buy |
+7,579
| New | +$226K | 0.01% | 721 |
|
|
2023
Q3 | – | Sell |
-7,884
| Closed | -$211K | – | 798 |
|
|
2023
Q2 | $211K | Sell |
7,884
-1,728
| -18% | -$46.4K | 0.01% | 705 |
|
|
2023
Q1 | $260K | Buy |
9,612
+81
| +0.8% | +$2.19K | 0.01% | 558 |
|
|
2022
Q4 | $252K | Buy |
+9,531
| New | +$252K | 0.01% | 535 |
|
|
2022
Q1 | – | Sell |
-6,485
| Closed | -$217K | – | 659 |
|
|
2021
Q4 | $217K | Sell |
6,485
-367
| -5% | -$12.3K | 0.01% | 574 |
|
|
2021
Q3 | $204K | Sell |
6,852
-36
| -0.5% | -$1.07K | 0.01% | 542 |
|
|
2021
Q2 | $220K | Buy |
6,888
+36
| +0.5% | +$1.15K | 0.01% | 482 |
|
|
2021
Q1 | $203K | Buy |
+6,852
| New | +$203K | 0.01% | 473 |
|