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Migdal Insurance & Financial Holdings’s Franklin Resources BEN Stock Holding History

Migdal Insurance & Financial Holdings’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
2021
Q3 		– Sell
-3,425
Closed -$110K – 669
2021
Q2 		$110K Buy
3,425
+506
+17% +$16.4K ﹤0.01% 383
2021
Q1 		$86K Buy
+2,919
New +$79.7K ﹤0.01% 482
2020
Q3 		– Sell
-6,874
Closed -$144K – 669
2020
Q2 		$144K Buy
6,874
+274
+4% +$5.17K ﹤0.01% 373
2020
Q1 		$110K Buy
6,600
+2,583
+64% +$59.3K ﹤0.01% 377
2019
Q4 		$104K Sell
4,017
-5,878
-59% -$160K ﹤0.01% 527
2019
Q3 		$286K Sell
9,895
-4,289
-30% -$131K 0.01% 416
2019
Q2 		$494K Buy
14,184
+6,179
+77% +$210K 0.01% 310
2019
Q1 		$265K Buy
8,005
+3,827
+92% +$121K 0.01% 371
2018
Q4 		$124K Sell
4,178
-10,507
-72% -$323K ﹤0.01% 449
2018
Q3 		$447K Buy
14,685
+1,884
+15% +$60.7K 0.01% 394
2018
Q2 		$410K Buy
12,801
+3,738
+41% +$125K 0.01% 340
2018
Q1 		$314K Buy
9,063
+61
+0.7% +$2.48K 0.01% 328
2017
Q4 		$390K Buy
9,002
+520
+6% +$22.5K 0.01% 275
2017
Q3 		$378K Sell
8,482
-1,906
-18% -$83.5K 0.01% 259
2017
Q2 		$463K Sell
10,388
-2,010
-16% -$85.9K 0.01% 207
2017
Q1 		$523K Sell
12,398
-4,858
-28% -$202K 0.01% 231
2016
Q4 		$680K Buy
+17,256
New +$646K 0.02% 161

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Migdal Insurance & Financial Holdings's BEN Position: Q3 2021 in Review

Migdal Insurance & Financial Holdings sold out of Franklin Resources (BEN) in Q3 2021, closing a stake of 3,425 shares — an estimated $110K sold.

Migdal Insurance & Financial Holdings first reported a position in BEN in Q4 2016 and held it in 17 quarters. The position peaked at $680K in Q4 2016. 538 funds tracked by Wall St. Rank hold BEN as of Q3 2021.

  • Migdal Insurance & Financial Holdings reported no remaining Franklin Resources position as of Q3 2021 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 3,425 Franklin Resources shares in Q3 2021, an estimated $110K.
  • Migdal Insurance & Financial Holdings first reported a position in Franklin Resources in Q4 2016 and held it in 17 quarters.
  • Migdal Insurance & Financial Holdings's Franklin Resources position peaked at $680K in Q4 2016.
  • 538 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2021.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2021, filed 16 Nov 2021.