NRD
BEN icon

Nebula Research & Development’s Franklin Resources BEN Stock Holding History

Nebula Research & Development’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
Q3 		– Sell
-70,705
Closed -$1.58M – 941
2024
Q2 		$1.58M Buy
70,705
+24,572
+53% +$592K 0.26% 107
2024
Q1 		$1.3M Buy
+46,133
New +$1.27M 0.28% 81

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nebula Research & Development's BEN Position: Q3 2024 in Review

Nebula Research & Development sold out of Franklin Resources (BEN) in Q3 2024, closing a stake of 70,705 shares — an estimated $1.58M sold.

Nebula Research & Development first reported a position in BEN in Q1 2024 and held it in 2 quarters. The position peaked at $1.58M in Q2 2024. 555 funds tracked by Wall St. Rank hold BEN as of Q3 2024.

  • Nebula Research & Development reported no remaining Franklin Resources position as of Q3 2024 after selling out during the quarter.
  • Nebula Research & Development sold 70,705 Franklin Resources shares in Q3 2024, an estimated $1.58M.
  • Nebula Research & Development first reported a position in Franklin Resources in Q1 2024 and held it in 2 quarters.
  • Nebula Research & Development's Franklin Resources position peaked at $1.58M in Q2 2024.
  • 555 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2024.

Based on Nebula Research & Development's 13F filing for Q3 2024, filed 14 Nov 2024.