Franklin Resources
SAR icon

Franklin Resources’s Saratoga Investment SAR Stock Holding History

Franklin Resources’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-36,023
Closed -$836K – 2956
2024
Q1 		$836K Buy
+36,023
New +$847K ﹤0.01% 2025

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HWAM
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AAM
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Millennium Management
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Legal & General Group
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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Franklin Resources's SAR Position: Q2 2024 in Review

Franklin Resources sold out of Saratoga Investment (SAR) in Q2 2024, closing a stake of 36,023 shares — an estimated $836K sold.

Franklin Resources first reported a position in SAR in Q1 2024 and held it in 1 quarter. The position peaked at $836K in Q1 2024. 58 funds tracked by Wall St. Rank hold SAR as of Q2 2024.

  • Franklin Resources reported no remaining Saratoga Investment position as of Q2 2024 after selling out during the quarter.
  • Franklin Resources sold 36,023 Saratoga Investment shares in Q2 2024, an estimated $836K.
  • Franklin Resources first reported a position in Saratoga Investment in Q1 2024 and held it in 1 quarter.
  • Franklin Resources's Saratoga Investment position peaked at $836K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2024.

Based on Franklin Resources's 13F filing for Q2 2024, filed 14 Aug 2024.