Laurion Capital Management’s Franklin Resources BEN Stock Holding History

Laurion 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
2024 Q4	–	Sell	-38,832	Closed	-$782K	–	309
2024 Q3	$782K	Buy	+38,832	New	+$837K	0.01%	192
2019 Q3	–	Sell	-9,100	Closed	-$317K	–	1018
2019 Q2	$317K	Buy	+9,100	New	+$309K	﹤0.01%	773
2018 Q4	–	Sell	-8,057	Closed	-$245K	–	1108
2018 Q3	$245K	Buy	+8,057	New	+$260K	﹤0.01%	988
2018 Q1	–	Sell	-235,027	Closed	-$10.2M	–	1332
2017 Q4	$10.2M	Sell	235,027 -1,816,448	-89%	-$78.7M	0.05%	337
2017 Q3	$91.3M	Buy	2,051,475 +1,802,816	+725%	+$79M	0.4%	33
2017 Q2	$11.1M	Buy	248,659 +239,926	+2,747%	+$10.3M	0.06%	295
2017 Q1	$368K	Buy	8,733 +6,733	+337%	+$279K	﹤0.01%	1003
2016 Q4	$79K	Buy	+2,000	New	+$74.9K	﹤0.01%	1059
2016 Q1	–	Sell	-600	Closed	-$21.2K	–	800
2015 Q4	$22K	Sell	600 -7,800	-93%	-$305K	﹤0.01%	846
2015 Q3	$313K	Buy	+8,400	New	+$364K	﹤0.01%	540

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Laurion Capital Management's BEN Position: Q4 2024 in Review

Laurion Capital Management sold out of Franklin Resources (BEN) in Q4 2024, closing a stake of 38,832 shares — an estimated $782K sold.

Laurion Capital Management first reported a position in BEN in Q3 2015 and held it in 10 quarters. The position peaked at $91.3M in Q3 2017. 564 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

Laurion Capital Management reported no remaining Franklin Resources position as of Q4 2024 after selling out during the quarter.
Laurion Capital Management sold 38,832 Franklin Resources shares in Q4 2024, an estimated $782K.
Laurion Capital Management first reported a position in Franklin Resources in Q3 2015 and held it in 10 quarters.
Laurion Capital Management's Franklin Resources position peaked at $91.3M in Q3 2017.
564 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2024.

Based on Laurion Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.