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Lewis Asset Management’s Franklin Resources BEN Stock Holding History

Lewis Asset 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
-10,912
Closed -$220K – 131
2024
Q3 		$220K Buy
+10,912
New +$235K 0.16% 121

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lewis Asset Management's BEN Position: Q4 2024 in Review

Lewis Asset Management sold out of Franklin Resources (BEN) in Q4 2024, closing a stake of 10,912 shares — an estimated $220K sold.

Lewis Asset Management first reported a position in BEN in Q3 2024 and held it in 1 quarter. The position peaked at $220K in Q3 2024. 564 funds tracked by Wall St. Rank hold BEN as of Q4 2024.

  • Lewis Asset Management reported no remaining Franklin Resources position as of Q4 2024 after selling out during the quarter.
  • Lewis Asset Management sold 10,912 Franklin Resources shares in Q4 2024, an estimated $220K.
  • Lewis Asset Management first reported a position in Franklin Resources in Q3 2024 and held it in 1 quarter.
  • Lewis Asset Management's Franklin Resources position peaked at $220K in Q3 2024.
  • 564 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2024.

Based on Lewis Asset Management's 13F filing for Q4 2024, filed 23 Jan 2025.