Mackenzie Financial’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 | $240K | Buy |
+10,045
| New | +$240K | ﹤0.01% | 1479 |
|
|
2024
Q4 | – | Sell |
-11,184
| Closed | -$225K | – | 1704 |
|
|
2024
Q3 | $225K | Sell |
11,184
-24,524
| -69% | -$494K | ﹤0.01% | 1324 |
|
|
2024
Q2 | $798K | Buy |
35,708
+3,263
| +10% | +$72.9K | ﹤0.01% | 908 |
|
|
2024
Q1 | $912K | Sell |
32,445
-6,545
| -17% | -$184K | ﹤0.01% | 891 |
|
|
2023
Q4 | $1.16M | Buy |
38,990
+654
| +2% | +$19.5K | ﹤0.01% | 839 |
|
|
2023
Q3 | $895K | Buy |
38,336
+4,202
| +12% | +$98.1K | ﹤0.01% | 872 |
|
|
2023
Q2 | $918K | Buy |
34,134
+4,726
| +16% | +$127K | ﹤0.01% | 876 |
|
|
2023
Q1 | $792K | Buy |
29,408
+1,567
| +6% | +$42.2K | ﹤0.01% | 904 |
|
|
2022
Q4 | $734K | Buy |
27,841
+1,255
| +5% | +$33.1K | ﹤0.01% | 826 |
|
|
2022
Q3 | $572K | Sell |
26,586
-5,671
| -18% | -$122K | ﹤0.01% | 903 |
|
|
2022
Q2 | $752K | Buy |
32,257
+9,741
| +43% | +$227K | ﹤0.01% | 876 |
|
|
2022
Q1 | $629K | Buy |
+22,516
| New | +$629K | ﹤0.01% | 957 |
|
|
2016
Q1 | – | Sell |
-14,042
| Closed | -$517K | – | 799 |
|
|
2015
Q4 | $517K | Hold |
14,042
| – | – | ﹤0.01% | 658 |
|
|
2015
Q3 | $523K | Sell |
14,042
-2,768
| -16% | -$103K | ﹤0.01% | 654 |
|
|
2015
Q2 | $824K | Sell |
16,810
-971
| -5% | -$47.6K | ﹤0.01% | 585 |
|
|
2015
Q1 | $913K | Buy |
17,781
+503
| +3% | +$25.8K | ﹤0.01% | 562 |
|
|
2014
Q4 | $957K | Buy |
17,278
+893
| +5% | +$49.5K | ﹤0.01% | 536 |
|
|
2014
Q3 | $895K | Buy |
16,385
+1,135
| +7% | +$62K | ﹤0.01% | 514 |
|
|
2014
Q2 | $882K | Buy |
15,250
+993
| +7% | +$57.4K | ﹤0.01% | 521 |
|
|
2014
Q1 | $772K | Buy |
14,257
+1,328
| +10% | +$71.9K | ﹤0.01% | 541 |
|
|
2013
Q4 | $746K | Sell |
12,929
-61,004
| -83% | -$3.52M | ﹤0.01% | 540 |
|
|
2013
Q3 | $3.74M | Buy |
73,933
+63,001
| +576% | +$3.18M | 0.02% | 320 |
|
|
2013
Q2 | $496K | Buy |
+10,932
| New | +$496K | ﹤0.01% | 577 |
|