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Jupiter Investment Management’s Franklin Resources BEN Stock Holding History

Jupiter Investment 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
2020
Q1 		– Sell
-136,219
Closed -$3.54M – 375
2019
Q4 		$3.54M Buy
136,219
+37,241
+38% +$1.01M 0.05% 251
2019
Q3 		$2.86M Buy
+98,978
New +$3.03M 0.04% 288
2019
Q1 		– Sell
-6,300
Closed -$186K – 356
2018
Q4 		$186K Buy
+6,300
New +$194K ﹤0.01% 324
2018
Q3 		– Sell
-5,520
Closed -$176K – 368
2018
Q2 		$176K Sell
5,520
-31,869
-85% -$1.07M ﹤0.01% 346
2018
Q1 		$1.3M Buy
37,389
+24,289
+185% +$988K 0.01% 259
2017
Q4 		$567K Buy
+13,100
New +$567K 0.01% 289
2015
Q4 		– Sell
-5,100
Closed -$190K – 288
2015
Q3 		$190K Buy
+5,100
New +$221K 0.01% 283
2015
Q2 		– Sell
-1,900
Closed -$97K – 280
2015
Q1 		$97K Sell
1,900
-30,700
-94% -$1.63M ﹤0.01% 305
2014
Q4 		$1.8M Buy
+32,600
New +$1.8M 0.06% 216
2014
Q2 		– Sell
-1,147
Closed -$62K – 334
2014
Q1 		$62K Hold
1,147
– – ﹤0.01% 312
2013
Q4 		$66K Sell
1,147
-27,926
-96% -$1.51M 0.01% 319
2013
Q3 		$1.47M Sell
29,073
-196,335
-87% -$9.48M 0.14% 185
2013
Q2 		$10.2M Buy
+225,408
New +$11.5M 1.23% 6

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jupiter Investment Management's BEN Position: Q1 2020 in Review

Jupiter Investment Management sold out of Franklin Resources (BEN) in Q1 2020, closing a stake of 136,219 shares — an estimated $3.54M sold.

Jupiter Investment Management first reported a position in BEN in Q2 2013 and held it in 13 quarters. The position peaked at $10.2M in Q2 2013. 479 funds tracked by Wall St. Rank hold BEN as of Q1 2020.

  • Jupiter Investment Management reported no remaining Franklin Resources position as of Q1 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 136,219 Franklin Resources shares in Q1 2020, an estimated $3.54M.
  • Jupiter Investment Management first reported a position in Franklin Resources in Q2 2013 and held it in 13 quarters.
  • Jupiter Investment Management's Franklin Resources position peaked at $10.2M in Q2 2013.
  • 479 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.