Lee Financial’s Franklin Resources BEN Stock Holding History

Lee Financial’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
2022 Q1	–	Sell	-45	Closed	-$2K	–	780
2021 Q4	$2K	Buy	+45	New	+$1.48K	﹤0.01%	711

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lee Financial's BEN Position: Q1 2022 in Review

Lee Financial sold out of Franklin Resources (BEN) in Q1 2022, closing a stake of 45 shares — an estimated $2K sold.

Lee Financial first reported a position in BEN in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 576 funds tracked by Wall St. Rank hold BEN as of Q1 2022.

Lee Financial reported no remaining Franklin Resources position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 45 Franklin Resources shares in Q1 2022, an estimated $2K.
Lee Financial first reported a position in Franklin Resources in Q4 2021 and held it in 1 quarter.
Lee Financial's Franklin Resources position peaked at $2K in Q4 2021.
576 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.