Lombard Odier Asset Management (Switzerland)’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 | $658K | Sell |
27,588
-17,821
| -39% | -$425K | 0.03% | 260 |
|
|
2025
Q1 | $874K | Buy |
45,409
+14,578
| +47% | +$281K | 0.05% | 232 |
|
|
2024
Q4 | $626K | Sell |
30,831
-2,339
| -7% | -$47.5K | 0.05% | 232 |
|
|
2024
Q3 | $668K | Sell |
33,170
-4,456
| -12% | -$89.8K | 0.06% | 216 |
|
|
2024
Q2 | $841K | Buy |
37,626
+6,506
| +21% | +$145K | 0.09% | 179 |
|
|
2024
Q1 | $875K | Buy |
+31,120
| New | +$875K | 0.06% | 242 |
|
|
2014
Q4 | – | Sell |
-38,543
| Closed | -$2.12M | – | 430 |
|
|
2014
Q3 | $2.12M | Buy |
38,543
+32,000
| +489% | +$1.76M | 0.05% | 351 |
|
|
2014
Q2 | $376K | Buy |
+6,543
| New | +$376K | 0.04% | 266 |
|