O'Shaughnessy Asset Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Buy |
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|
2025
Q1 | $426K | Buy |
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|
2024
Q4 | $384K | Sell |
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|
2024
Q3 | $488K | Buy |
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|
2024
Q2 | $464K | Buy |
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|
2024
Q1 | $509K | Buy |
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|
2023
Q4 | $418K | Buy |
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | $294K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $93K | Buy |
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|
2021
Q2 | $44K | Sell |
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|
2021
Q1 | $42K | Buy |
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|
2020
Q4 | $35K | Buy |
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|
2020
Q3 | $28K | Sell |
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|
2020
Q2 | $10.2M | Sell |
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|
2020
Q1 | $13.8M | Sell |
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|
2019
Q4 | $42.3M | Sell |
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|
2019
Q3 | $51.9M | Buy |
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|
2019
Q2 | $58.4M | Buy |
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|
2019
Q1 | $47M | Buy |
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|
2018
Q4 | $21.8M | Buy |
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|
2018
Q3 | $1.18M | Buy |
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|
2018
Q2 | $153K | Hold |
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|
2018
Q1 | $166K | Hold |
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|
2017
Q4 | $208K | Hold |
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|
2017
Q3 | $213K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $5K | Buy |
|