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Maverick Capital’s Franklin Resources BEN Stock Holding History

Maverick Capital’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
2024
Q2 		– Sell
-8,127
Closed -$228K – 287
2024
Q1 		$228K Buy
+8,127
New +$224K ﹤0.01% 388
2022
Q2 		– Sell
-37,080
Closed -$1.03M – 217
2022
Q1 		$1.03M Buy
+37,080
New +$1.13M 0.02% 140
2020
Q3 		– Sell
-20,852
Closed -$437K – 578
2020
Q2 		$437K Buy
+20,852
New +$393K 0.01% 458
2019
Q4 		– Sell
-192,906
Closed -$5.57M – 351
2019
Q3 		$5.57M Buy
+192,906
New +$5.9M 0.08% 118
2015
Q4 		– Sell
-6,090
Closed -$227K – 124
2015
Q3 		$227K Buy
6,090
+930
+18% +$40.3K ﹤0.01% 113
2015
Q2 		$253K Buy
5,160
+310
+6% +$15.9K ﹤0.01% 101
2015
Q1 		$249K Buy
+4,850
New +$257K ﹤0.01% 107

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Maverick Capital's BEN Position: Q2 2024 in Review

Maverick Capital sold out of Franklin Resources (BEN) in Q2 2024, closing a stake of 8,127 shares — an estimated $228K sold.

Maverick Capital first reported a position in BEN in Q1 2015 and held it in 7 quarters. The position peaked at $5.57M in Q3 2019. 578 funds tracked by Wall St. Rank hold BEN as of Q2 2024.

  • Maverick Capital reported no remaining Franklin Resources position as of Q2 2024 after selling out during the quarter.
  • Maverick Capital sold 8,127 Franklin Resources shares in Q2 2024, an estimated $228K.
  • Maverick Capital first reported a position in Franklin Resources in Q1 2015 and held it in 7 quarters.
  • Maverick Capital's Franklin Resources position peaked at $5.57M in Q3 2019.
  • 578 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2024.

Based on Maverick Capital's 13F filing for Q2 2024, filed 14 Aug 2024.