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Nilsine Partners’s Franklin Resources BEN Stock Holding History

Nilsine 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
2023
Q4 		– Sell
-8,603
Closed -$211K – 323
2023
Q3 		$211K Hold
8,603
– – 0.03% 328
2023
Q2 		$230K Buy
8,603
+3
+0% +$78 0.03% 319
2023
Q1 		$232K Buy
+8,600
New +$251K 0.04% 313

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Nilsine Partners's BEN Position: Q4 2023 in Review

Nilsine Partners sold out of Franklin Resources (BEN) in Q4 2023, closing a stake of 8,603 shares — an estimated $211K sold.

Nilsine Partners first reported a position in BEN in Q1 2023 and held it in 3 quarters. The position peaked at $232K in Q1 2023. 563 funds tracked by Wall St. Rank hold BEN as of Q4 2023.

  • Nilsine Partners reported no remaining Franklin Resources position as of Q4 2023 after selling out during the quarter.
  • Nilsine Partners sold 8,603 Franklin Resources shares in Q4 2023, an estimated $211K.
  • Nilsine Partners first reported a position in Franklin Resources in Q1 2023 and held it in 3 quarters.
  • Nilsine Partners's Franklin Resources position peaked at $232K in Q1 2023.
  • 563 funds tracked by Wall St. Rank held Franklin Resources as of Q4 2023.

Based on Nilsine Partners's 13F filing for Q4 2023, filed 24 Jan 2024.