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Meru Capital Group’s Franklin Resources BEN Stock Holding History

Meru Capital Group’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
Q3 		– Sell
-49,600
Closed -$1.04M – 18
2020
Q2 		$1.04M Sell
49,600
-204,400
-80% -$3.86M 2.39% 10
2020
Q1 		$4.24M Buy
254,000
+129,000
+103% +$2.96M 9% 3
2019
Q4 		$3.25M Buy
+125,000
New +$3.4M 43.83% 1

Other funds holding BEN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meru Capital Group's BEN Position: Q3 2020 in Review

Meru Capital Group sold out of Franklin Resources (BEN) in Q3 2020, closing a stake of 49,600 shares — an estimated $1.04M sold.

Meru Capital Group first reported a position in BEN in Q4 2019 and held it in 3 quarters. The position peaked at $4.24M in Q1 2020. 485 funds tracked by Wall St. Rank hold BEN as of Q3 2020.

  • Meru Capital Group reported no remaining Franklin Resources position as of Q3 2020 after selling out during the quarter.
  • Meru Capital Group sold 49,600 Franklin Resources shares in Q3 2020, an estimated $1.04M.
  • Meru Capital Group first reported a position in Franklin Resources in Q4 2019 and held it in 3 quarters.
  • Meru Capital Group's Franklin Resources position peaked at $4.24M in Q1 2020.
  • 485 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2020.

Based on Meru Capital Group's 13F filing for Q3 2020, filed 13 Nov 2020.