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Robert Olstein’s Franklin Templeton, Inc. BEN Stock Holding History

Robert Olstein’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
2020
Q1 		– Sell
-15,000
Closed -$390K – 101
2019
Q4 		$390K Sell
15,000
-99,000
-87% -$2.69M 0.06% 109
2019
Q3 		$3.29M Buy
114,000
+25,000
+28% +$764K 0.51% 90
2019
Q2 		$3.1M Sell
89,000
-3,000
-3% -$102K 0.5% 91
2019
Q1 		$3.05M Sell
92,000
-28,222
-23% -$891K 0.5% 90
2018
Q4 		$3.57M Sell
120,222
-30,000
-20% -$922K 0.58% 83
2018
Q3 		$4.57M Sell
150,222
-52,778
-26% -$1.7M 0.61% 81
2018
Q2 		$6.51M Buy
203,000
+3,000
+2% +$100K 0.86% 57
2018
Q1 		$6.94M Buy
200,000
+120,300
+151% +$4.89M 0.88% 52
2017
Q4 		$3.45M Hold
79,700
– – 0.44% 95
2017
Q3 		$3.55M Sell
79,700
-40,000
-33% -$1.75M 0.46% 94
2017
Q2 		$5.36M Sell
119,700
-3,000
-2% -$128K 0.68% 71
2017
Q1 		$5.17M Sell
122,700
-47,000
-28% -$1.95M 0.66% 72
2016
Q4 		$6.72M Sell
169,700
-55,300
-25% -$2.07M 0.87% 57
2016
Q3 		$8M Hold
225,000
– – 1.05% 41
2016
Q2 		$7.51M Hold
225,000
– – 1.02% 43
2016
Q1 		$8.79M Sell
225,000
-50,000
-18% -$1.77M 1.18% 32
2015
Q4 		$10.1M Buy
275,000
+19,000
+7% +$743K 1.31% 25
2015
Q3 		$9.54M Buy
256,000
+17,000
+7% +$736K 1.19% 31
2015
Q2 		$11.7M Buy
239,000
+9,000
+4% +$462K 1.22% 21
2015
Q1 		$11.8M Buy
230,000
+29,000
+14% +$1.54M 1.27% 17
2014
Q4 		$11.1M Buy
201,000
+9,000
+5% +$497K 1.36% 15
2014
Q3 		$10.5M Hold
192,000
– – 1.37% 11
2014
Q2 		$11.1M Buy
192,000
+15,000
+8% +$821K 1.5% 8
2014
Q1 		$9.59M Hold
177,000
– – 1.31% 13
2013
Q4 		$10.2M Hold
177,000
– – 1.46% 9
2013
Q3 		$8.95M Buy
177,000
+6,000
+4% +$290K 1.37% 6
2013
Q2 		$7.75M Buy
+171,000
New +$8.71M 1.24% 16

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Robert Olstein's BEN Position: Q1 2020 in Review

Robert Olstein sold out of Franklin Templeton, Inc. (BEN) in Q1 2020, closing a stake of 15,000 shares — an estimated $390K sold.

Robert Olstein first reported a position in BEN in Q2 2013 and held it in 27 quarters. The position peaked at $11.8M in Q1 2015. 480 funds tracked by Wall St. Rank hold BEN as of Q1 2020.

  • Robert Olstein reported no remaining Franklin Templeton, Inc. position as of Q1 2020 after selling out during the quarter.
  • Robert Olstein sold 15,000 Franklin Templeton, Inc. shares in Q1 2020, an estimated $390K.
  • Robert Olstein first reported a position in Franklin Templeton, Inc. in Q2 2013 and held it in 27 quarters.
  • Robert Olstein's Franklin Templeton, Inc. position peaked at $11.8M in Q1 2015.
  • 480 funds tracked by Wall St. Rank held Franklin Templeton, Inc. as of Q1 2020.

Based on Olstein Capital Management's 13F filing for Q1 2020, filed 12 May 2020.