LIM
BEN icon

Loudon Investment Management’s Franklin Resources BEN Stock Holding History

Loudon Investment 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
2020
Q2 		– Sell
-22,084
Closed -$369K – 79
2020
Q1 		$369K Sell
22,084
-2,276
-9% -$52.2K 0.39% 58
2019
Q4 		$633K Hold
24,360
– – 0.49% 55
2019
Q3 		$703K Sell
24,360
-400
-2% -$12.2K 0.59% 50
2019
Q2 		$862K Hold
24,760
– – 0.73% 44
2019
Q1 		$821K Buy
24,760
+3,905
+19% +$123K 0.72% 41
2018
Q4 		$619K Buy
20,855
+6,945
+50% +$214K 0.59% 52
2018
Q3 		$423K Buy
+13,910
New +$448K 0.34% 67

Other funds holding BEN

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Loudon Investment Management's BEN Position: Q2 2020 in Review

Loudon Investment Management sold out of Franklin Resources (BEN) in Q2 2020, closing a stake of 22,084 shares — an estimated $369K sold.

Loudon Investment Management first reported a position in BEN in Q3 2018 and held it in 7 quarters. The position peaked at $862K in Q2 2019. 483 funds tracked by Wall St. Rank hold BEN as of Q2 2020.

  • Loudon Investment Management reported no remaining Franklin Resources position as of Q2 2020 after selling out during the quarter.
  • Loudon Investment Management sold 22,084 Franklin Resources shares in Q2 2020, an estimated $369K.
  • Loudon Investment Management first reported a position in Franklin Resources in Q3 2018 and held it in 7 quarters.
  • Loudon Investment Management's Franklin Resources position peaked at $862K in Q2 2019.
  • 483 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2020.

Based on Loudon Investment Management's 13F filing for Q2 2020, filed 14 Jul 2020.