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Prelude Capital Management’s Franklin Resources BEN Stock Holding History

Prelude Capital Management’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
2022
Q3 		– Sell
-8,600
Closed -$200K – 1584
2022
Q2 		$200K Buy
+8,600
New +$220K 0.01% 1293
2022
Q1 		– Sell
-6,900
Closed -$231K – 1833
2021
Q4 		$231K Buy
+6,900
New +$227K 0.01% 1483

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prelude Capital Management's BEN Position: Q2 2024 in Review

Prelude Capital Management sold out of Franklin Resources (BEN) in Q2 2024, closing a stake of 12,590 shares — an estimated $354K sold.

Prelude Capital Management first reported a position in BEN in Q3 2013 and held it in 12 quarters. The position peaked at $1.02M in Q4 2021. 578 funds tracked by Wall St. Rank hold BEN as of Q2 2024.

  • Prelude Capital Management reported no remaining Franklin Resources position as of Q2 2024 after selling out during the quarter.
  • Prelude Capital Management sold 12,590 Franklin Resources shares in Q2 2024, an estimated $354K.
  • Prelude Capital Management first reported a position in Franklin Resources in Q3 2013 and held it in 12 quarters.
  • Prelude Capital Management's Franklin Resources position peaked at $1.02M in Q4 2021.
  • 578 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2024.

Based on Prelude Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.