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Gibraltar Capital Management’s Franklin Resources BEN Stock Holding History

Gibraltar Capital Management’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
2023
Q1 		– Sell
-24,146
Closed -$637K – 66
2022
Q4 		$637K Buy
24,146
+1,285
+6% +$31.9K 0.3% 44
2022
Q3 		$492K Buy
+22,861
New +$588K 0.25% 50

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gibraltar Capital Management's BEN Position: Q1 2023 in Review

Gibraltar Capital Management sold out of Franklin Resources (BEN) in Q1 2023, closing a stake of 24,146 shares — an estimated $637K sold.

Gibraltar Capital Management first reported a position in BEN in Q3 2022 and held it in 2 quarters. The position peaked at $637K in Q4 2022. 556 funds tracked by Wall St. Rank hold BEN as of Q1 2023.

  • Gibraltar Capital Management reported no remaining Franklin Resources position as of Q1 2023 after selling out during the quarter.
  • Gibraltar Capital Management sold 24,146 Franklin Resources shares in Q1 2023, an estimated $637K.
  • Gibraltar Capital Management first reported a position in Franklin Resources in Q3 2022 and held it in 2 quarters.
  • Gibraltar Capital Management's Franklin Resources position peaked at $637K in Q4 2022.
  • 556 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2023.

Based on Gibraltar Capital Management's 13F filing for Q1 2023, filed 8 May 2023.