Neo Ivy Capital Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32K | Sell |
139
-9,535
| -99% | -$227K | ﹤0.01% | 336 |
|
|
2025
Q1 | $186K | Buy |
+9,674
| New | +$186K | 0.06% | 224 |
|
|
2024
Q4 | – | Sell |
-42,746
| Closed | -$862K | – | 277 |
|
|
2024
Q3 | $862K | Buy |
42,746
+24,130
| +130% | +$487K | 0.28% | 141 |
|
|
2024
Q2 | $416K | Buy |
+18,616
| New | +$416K | 0.08% | 184 |
|
|
2023
Q3 | – | Sell |
-10,164
| Closed | -$271K | – | 329 |
|
|
2023
Q2 | $271K | Buy |
+10,164
| New | +$271K | 0.14% | 200 |
|
|
2022
Q4 | – | Sell |
-312
| Closed | -$7K | – | 341 |
|
|
2022
Q3 | $7K | Buy |
+312
| New | +$7K | 0.02% | 333 |
|
|
2022
Q1 | – | Sell |
-3,215
| Closed | -$108K | – | 487 |
|
|
2021
Q4 | $108K | Sell |
3,215
-20,096
| -86% | -$675K | 0.16% | 212 |
|
|
2021
Q3 | $489K | Buy |
23,311
+15,405
| +195% | +$323K | 0.56% | 53 |
|
|
2021
Q2 | $253K | Buy |
+7,906
| New | +$253K | 0.26% | 146 |
|
|
2021
Q1 | – | Sell |
-10,228
| Closed | -$256K | – | 480 |
|
|
2020
Q4 | $256K | Buy |
10,228
+7,152
| +233% | +$179K | 0.29% | 121 |
|
|
2020
Q3 | $62K | Sell |
3,076
-20,235
| -87% | -$408K | 0.06% | 343 |
|
|
2020
Q2 | $489K | Buy |
+23,311
| New | +$489K | 0.56% | 53 |
|
|
2019
Q4 | – | Sell |
-48,716
| Closed | -$1.28M | – | 268 |
|
|
2019
Q3 | $1.28M | Buy |
+48,716
| New | +$1.28M | 0.84% | 22 |
|
|
2019
Q1 | – | Sell |
-12,492
| Closed | -$371K | – | 287 |
|
|
2018
Q4 | $371K | Buy |
+12,492
| New | +$371K | 0.29% | 152 |
|