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
2018 Q1	–	Sell	-100	Closed	-$4K	–	1333
2017 Q4	$4K	Hold	100	–	–	﹤0.01%	1480
2017 Q3	$4K	Hold	100	–	–	﹤0.01%	1503
2017 Q2	$4K	Hold	100	–	–	﹤0.01%	1591
2017 Q1	$4K	Hold	100	–	–	﹤0.01%	1250
2016 Q4	$4K	Buy	+100	New	+$3.74K	﹤0.01%	1069
2016 Q3	–	Sell	-877,500	Closed	-$29.3M	–	902
2016 Q2	$29.3M	Sell	877,500 -500,000	-36%	-$18.2M	0.46%	53
2016 Q1	$53.8M	Buy	1,377,500 +877,500	+176%	+$31.1M	0.85%	28
2015 Q4	$18.4M	Buy	+500,000	New	+$19.6M	0.17%	123

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.