Fox Run 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
Q1 | – | Sell |
-43,017
| Closed | -$873K | – | 916 |
|
|
2024
Q4 | $873K | Buy |
43,017
+13,562
| +46% | +$275K | 0.16% | 209 |
|
|
2024
Q3 | $594K | Sell |
29,455
-33,341
| -53% | -$672K | 0.13% | 283 |
|
|
2024
Q2 | $1.4M | Buy |
+62,796
| New | +$1.4M | 0.26% | 84 |
|
|
2023
Q4 | – | Sell |
-19,312
| Closed | -$475K | – | 736 |
|
|
2023
Q3 | $475K | Buy |
+19,312
| New | +$475K | 0.14% | 283 |
|
|
2020
Q4 | – | Sell |
-13,714
| Closed | -$279K | – | 197 |
|
|
2020
Q3 | $279K | Buy |
+13,714
| New | +$279K | 0.7% | 48 |
|
|
2019
Q4 | – | Sell |
-7,497
| Closed | -$216K | – | 386 |
|
|
2019
Q3 | $216K | Buy |
+7,497
| New | +$216K | 0.2% | 279 |
|
|
2017
Q3 | – | Sell |
-14,200
| Closed | -$636K | – | 673 |
|
|
2017
Q2 | $636K | Buy |
+14,200
| New | +$636K | 0.22% | 140 |
|