Maverick Capital’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,127
| Closed | -$228K | – | 287 |
|
|
2024
Q1 | $228K | Buy |
+8,127
| New | +$228K | ﹤0.01% | 386 |
|
|
2022
Q2 | – | Sell |
-37,080
| Closed | -$1.04M | – | 215 |
|
|
2022
Q1 | $1.04M | Buy |
+37,080
| New | +$1.04M | 0.02% | 138 |
|
|
2020
Q3 | – | Sell |
-20,852
| Closed | -$437K | – | 578 |
|
|
2020
Q2 | $437K | Buy |
+20,852
| New | +$437K | 0.01% | 458 |
|
|
2019
Q4 | – | Sell |
-192,906
| Closed | -$5.57M | – | 351 |
|
|
2019
Q3 | $5.57M | Buy |
+192,906
| New | +$5.57M | 0.08% | 118 |
|
|
2015
Q4 | – | Sell |
-6,090
| Closed | -$227K | – | 124 |
|
|
2015
Q3 | $227K | Buy |
6,090
+930
| +18% | +$34.7K | ﹤0.01% | 113 |
|
|
2015
Q2 | $253K | Buy |
5,160
+310
| +6% | +$15.2K | ﹤0.01% | 101 |
|
|
2015
Q1 | $249K | Buy |
+4,850
| New | +$249K | ﹤0.01% | 107 |
|