LMR Partners’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Buy |
+28,819
| New | +$687K | ﹤0.01% | 449 |
|
|
2023
Q2 | – | Sell |
-14,610
| Closed | -$394K | – | 787 |
|
|
2023
Q1 | $394K | Sell |
14,610
-145,378
| -91% | -$3.92M | 0.01% | 736 |
|
|
2022
Q4 | $4.22M | Buy |
+159,988
| New | +$4.22M | 0.07% | 292 |
|
|
2019
Q2 | – | Sell |
-6,214
| Closed | -$206K | – | 436 |
|
|
2019
Q1 | $206K | Buy |
+6,214
| New | +$206K | 0.01% | 344 |
|
|
2018
Q4 | – | Sell |
-11,852
| Closed | -$360K | – | 342 |
|
|
2018
Q3 | $360K | Buy |
+11,852
| New | +$360K | 0.02% | 235 |
|
|
2017
Q4 | – | Sell |
-77,533
| Closed | -$3.45M | – | 329 |
|
|
2017
Q3 | $3.45M | Buy |
+77,533
| New | +$3.45M | 0.37% | 44 |
|
|
2017
Q2 | – | Sell |
-16,488
| Closed | -$695K | – | 604 |
|
|
2017
Q1 | $695K | Buy |
+16,488
| New | +$695K | 0.07% | 168 |
|
|
2016
Q4 | – | Sell |
-43,569
| Closed | -$1.55M | – | 326 |
|
|
2016
Q3 | $1.55M | Buy |
+43,569
| New | +$1.55M | 0.15% | 132 |
|
|
2014
Q4 | – | Sell |
-59,810
| Closed | -$3.27M | – | 369 |
|
|
2014
Q3 | $3.27M | Buy |
+59,810
| New | +$3.27M | 0.26% | 79 |
|