Franklin Resources

Franklin Resources’s Clarus CLAR Stock Holding History

Franklin Resources’s Portfolio CLAR Stock Details CLAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-13,763	Closed	-$126K	–	2685
2023 Q2	$126K	Buy	+13,763	New	+$121K	﹤0.01%	2495
2018 Q2	–	Sell	-765,387	Closed	-$5.14M	–	1479
2018 Q1	$5.14M	Sell	765,387 -257,399	-25%	-$1.83M	﹤0.01%	1039
2017 Q4	$7.99M	Sell	1,022,786 -54,642	-5%	-$410K	﹤0.01%	991
2017 Q3	$8.04M	Hold	1,077,428	–	–	﹤0.01%	994
2017 Q2	$7.13M	Hold	1,077,428	–	–	﹤0.01%	1024
2017 Q1	$5.85M	Sell	1,077,428 -3,947	-0.4%	-$22.1K	﹤0.01%	1075
2016 Q4	$5.76M	Sell	1,081,375 -79,527	-7%	-$443K	﹤0.01%	1062
2016 Q3	$5.94M	Hold	1,160,902	–	–	﹤0.01%	1072
2016 Q2	$4.79M	Hold	1,160,902	–	–	﹤0.01%	1103
2016 Q1	$5.22M	Hold	1,160,902	–	–	﹤0.01%	1093
2015 Q4	$5.11M	Hold	1,160,902	–	–	﹤0.01%	1127
2015 Q3	$7.26M	Buy	1,160,902 +229,174	+25%	+$1.88M	﹤0.01%	1076
2015 Q2	$8.57M	Sell	931,728 -7,112	-0.8%	-$67K	﹤0.01%	1072
2015 Q1	$8.83M	Buy	+938,840	New	+$7.04M	﹤0.01%	1074

Other funds holding CLAR

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Geode Capital Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return