IFM Investors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-57,523
| Closed | -$1.11M | – | 626 |
|
2025
Q1 | $1.11M | Hold |
57,523
| – | – | 0.01% | 563 |
|
2024
Q4 | $1.17M | Sell |
57,523
-4,916
| -8% | -$99.7K | 0.01% | 577 |
|
2024
Q3 | $1.26M | Hold |
62,439
| – | – | 0.01% | 577 |
|
2024
Q2 | $1.4M | Sell |
62,439
-1,440
| -2% | -$32.2K | 0.01% | 569 |
|
2024
Q1 | $1.8M | Sell |
63,879
-3,124
| -5% | -$87.8K | 0.02% | 547 |
|
2023
Q4 | $2M | Hold |
67,003
| – | – | 0.02% | 495 |
|
2023
Q3 | $1.65M | Hold |
67,003
| – | – | 0.02% | 549 |
|
2023
Q2 | $1.79M | Buy |
67,003
+1,265
| +2% | +$33.8K | 0.02% | 523 |
|
2023
Q1 | $1.77M | Buy |
65,738
+847
| +1% | +$22.8K | 0.03% | 512 |
|
2022
Q4 | $1.71M | Hold |
64,891
| – | – | 0.03% | 506 |
|
2022
Q3 | $1.4M | Hold |
64,891
| – | – | 0.03% | 523 |
|
2022
Q2 | $1.51M | Buy |
64,891
+14,122
| +28% | +$329K | 0.03% | 513 |
|
2022
Q1 | $1.42M | Buy |
50,769
+14,529
| +40% | +$406K | 0.02% | 543 |
|
2021
Q4 | $1.21M | Sell |
36,240
-632
| -2% | -$21.2K | 0.02% | 557 |
|
2021
Q3 | $1.1M | Hold |
36,872
| – | – | 0.02% | 551 |
|
2021
Q2 | $1.18M | Hold |
36,872
| – | – | 0.02% | 568 |
|
2021
Q1 | $1.09M | Buy |
36,872
+10,712
| +41% | +$317K | 0.03% | 526 |
|
2020
Q4 | $654K | Sell |
26,160
-251
| -1% | -$6.28K | 0.02% | 568 |
|
2020
Q3 | $537K | Buy |
26,411
+3,368
| +15% | +$68.5K | 0.02% | 552 |
|
2020
Q2 | $483K | Sell |
23,043
-6,723
| -23% | -$141K | 0.02% | 529 |
|
2020
Q1 | $529K | Sell |
29,766
-539
| -2% | -$9.58K | 0.02% | 520 |
|
2019
Q4 | $787K | Sell |
30,305
-2,646
| -8% | -$68.7K | 0.03% | 530 |
|
2019
Q3 | $951K | Buy |
32,951
+8,344
| +34% | +$241K | 0.04% | 475 |
|
2019
Q2 | $856K | Buy |
24,607
+5,455
| +28% | +$190K | 0.05% | 398 |
|
2019
Q1 | $635K | Hold |
19,152
| – | – | 0.04% | 429 |
|
2018
Q4 | $568K | Buy |
19,152
+1,064
| +6% | +$31.6K | 0.05% | 425 |
|
2018
Q3 | $550K | Buy |
18,088
+2,309
| +15% | +$70.2K | 0.04% | 458 |
|
2018
Q2 | $506K | Buy |
15,779
+4,973
| +46% | +$159K | 0.05% | 421 |
|
2018
Q1 | $375K | Buy |
10,806
+258
| +2% | +$8.95K | 0.05% | 400 |
|
2017
Q4 | $457K | Hold |
10,548
| – | – | 0.07% | 312 |
|
2017
Q3 | $469K | Hold |
10,548
| – | – | 0.08% | 290 |
|
2017
Q2 | $472K | Buy |
10,548
+2,907
| +38% | +$130K | 0.08% | 278 |
|
2017
Q1 | $322K | Buy |
+7,641
| New | +$322K | 0.08% | 295 |
|