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Lee Ainslie’s Franklin Templeton BEN Stock Holding History

Lee Ainslie’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
Q2 		– Sell
-8,127
Closed -$228K – 287
2024
Q1 		$228K Buy
+8,127
New +$224K ﹤0.01% 388
2022
Q2 		– Sell
-37,080
Closed -$1.03M – 217
2022
Q1 		$1.03M Buy
+37,080
New +$1.13M 0.02% 140
2020
Q3 		– Sell
-20,852
Closed -$437K – 578
2020
Q2 		$437K Buy
+20,852
New +$393K 0.01% 458
2019
Q4 		– Sell
-192,906
Closed -$5.57M – 351
2019
Q3 		$5.57M Buy
+192,906
New +$5.9M 0.08% 118
2015
Q4 		– Sell
-6,090
Closed -$227K – 124
2015
Q3 		$227K Buy
6,090
+930
+18% +$40.3K ﹤0.01% 113
2015
Q2 		$253K Buy
5,160
+310
+6% +$15.9K ﹤0.01% 101
2015
Q1 		$249K Buy
+4,850
New +$257K ﹤0.01% 107

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lee Ainslie's BEN Position: Q2 2024 in Review

Lee Ainslie sold out of Franklin Templeton (BEN) in Q2 2024, closing a stake of 8,127 shares — an estimated $228K sold.

Lee Ainslie first reported a position in BEN in Q1 2015 and held it in 7 quarters. The position peaked at $5.57M in Q3 2019. 581 funds tracked by Wall St. Rank hold BEN as of Q2 2024.

  • Lee Ainslie reported no remaining Franklin Templeton position as of Q2 2024 after selling out during the quarter.
  • Lee Ainslie sold 8,127 Franklin Templeton shares in Q2 2024, an estimated $228K.
  • Lee Ainslie first reported a position in Franklin Templeton in Q1 2015 and held it in 7 quarters.
  • Lee Ainslie's Franklin Templeton position peaked at $5.57M in Q3 2019.
  • 581 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2024.

Based on Maverick Capital's 13F filing for Q2 2024, filed 14 Aug 2024.