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George Soros’s Franklin Templeton, Inc. BEN Stock Holding History

George Soros’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
2020
Q1 		– Sell
-77,531
Closed -$2.01M – 129
2019
Q4 		$2.01M Hold
77,531
– – 0.07% 145
2019
Q3 		$2.24M Hold
77,531
– – 0.06% 145
2019
Q2 		$2.7M Hold
77,531
– – 0.06% 121
2019
Q1 		$2.57M Hold
77,531
– – 0.06% 138
2018
Q4 		$2.3M Sell
77,531
-21,962
-22% -$675K 0.07% 134
2018
Q3 		$3.03M Sell
99,493
-158,092
-61% -$5.09M 0.07% 157
2018
Q2 		$8.26M Buy
257,585
+90,073
+54% +$3.02M 0.13% 119
2018
Q1 		$5.81M Buy
+167,512
New +$6.81M 0.09% 152
2013
Q4 		– Sell
-573,100
Closed -$29M – 247
2013
Q3 		$29M Buy
+573,100
New +$27.7M 0.32% 75

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

George Soros's BEN Position: Q1 2020 in Review

George Soros sold out of Franklin Templeton, Inc. (BEN) in Q1 2020, closing a stake of 77,531 shares — an estimated $2.01M sold.

George Soros first reported a position in BEN in Q3 2013 and held it in 9 quarters. The position peaked at $29M in Q3 2013. 480 funds tracked by Wall St. Rank hold BEN as of Q1 2020.

  • George Soros reported no remaining Franklin Templeton, Inc. position as of Q1 2020 after selling out during the quarter.
  • George Soros sold 77,531 Franklin Templeton, Inc. shares in Q1 2020, an estimated $2.01M.
  • George Soros first reported a position in Franklin Templeton, Inc. in Q3 2013 and held it in 9 quarters.
  • George Soros's Franklin Templeton, Inc. position peaked at $29M in Q3 2013.
  • 480 funds tracked by Wall St. Rank held Franklin Templeton, Inc. as of Q1 2020.

Based on Soros Fund Management's 13F filing for Q1 2020, filed 15 May 2020.