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Mitsubishi UFJ Morgan Stanley Securities’s Franklin Resources BEN Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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
2023
Q1 		– Sell
-270
Closed -$7K – 39
2022
Q4 		$7K Sell
270
-280
-51% -$6.95K 0.06% 130
2022
Q3 		$12K Hold
550
– – 0.16% 97
2022
Q2 		$13K Hold
550
– – 0.02% 96
2022
Q1 		$15K Buy
+550
New +$16.8K 0.01% 100
2014
Q4 		$55K Buy
+1,000
New +$55.2K 0.11% 44

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's BEN Position: Q1 2023 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of Franklin Resources (BEN) in Q1 2023, closing a stake of 270 shares — an estimated $7K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in BEN in Q4 2014 and held it in 5 quarters. The position peaked at $55K in Q4 2014. 556 funds tracked by Wall St. Rank hold BEN as of Q1 2023.

  • Mitsubishi UFJ Morgan Stanley Securities reported no remaining Franklin Resources position as of Q1 2023 after selling out during the quarter.
  • Mitsubishi UFJ Morgan Stanley Securities sold 270 Franklin Resources shares in Q1 2023, an estimated $7K.
  • Mitsubishi UFJ Morgan Stanley Securities first reported a position in Franklin Resources in Q4 2014 and held it in 5 quarters.
  • Mitsubishi UFJ Morgan Stanley Securities's Franklin Resources position peaked at $55K in Q4 2014.
  • 556 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2023.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q1 2023, filed 2 May 2023.