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Moody Aldrich Partners’s Franklin Resources BEN Stock Holding History

Moody Aldrich Partners’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
Q1 		– Sell
-32,143
Closed -$803K – 184
2020
Q4 		$803K Hold
32,143
– – 0.13% 123
2020
Q3 		$654K Hold
32,143
– – 0.14% 115
2020
Q2 		$674K Sell
32,143
-11,790
-27% -$222K 0.14% 117
2020
Q1 		$733K Buy
43,933
+15,620
+55% +$359K 0.22% 99
2019
Q4 		$736K Sell
28,313
-5,617
-17% -$153K 0.15% 104
2019
Q3 		$979K Hold
33,930
– – 0.26% 90
2019
Q2 		$1.18M Buy
+33,930
New +$1.15M 0.3% 86

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Moody Aldrich Partners's BEN Position: Q1 2021 in Review

Moody Aldrich Partners sold out of Franklin Resources (BEN) in Q1 2021, closing a stake of 32,143 shares — an estimated $803K sold.

Moody Aldrich Partners first reported a position in BEN in Q2 2019 and held it in 7 quarters. The position peaked at $1.18M in Q2 2019. 548 funds tracked by Wall St. Rank hold BEN as of Q1 2021.

  • Moody Aldrich Partners reported no remaining Franklin Resources position as of Q1 2021 after selling out during the quarter.
  • Moody Aldrich Partners sold 32,143 Franklin Resources shares in Q1 2021, an estimated $803K.
  • Moody Aldrich Partners first reported a position in Franklin Resources in Q2 2019 and held it in 7 quarters.
  • Moody Aldrich Partners's Franklin Resources position peaked at $1.18M in Q2 2019.
  • 548 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2021.

Based on Moody Aldrich Partners's 13F filing for Q1 2021, filed 10 May 2021.