Sargent Bickham Lagudis’s Franklin Resources BEN Stock Holding History

Sargent Bickham Lagudis’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
2019 Q3	–	Sell	-1,169	Closed	-$32K	–	715
2019 Q2	$32K	Hold	1,169	–	–	﹤0.01%	424
2019 Q1	$32K	Hold	1,169	–	–	﹤0.01%	447
2018 Q4	$32K	Hold	1,169	–	–	﹤0.01%	421
2018 Q3	$49K	Hold	1,169	–	–	0.01%	369
2018 Q2	$49K	Hold	1,169	–	–	0.01%	359
2018 Q1	$49K	Hold	1,169	–	–	0.01%	364
2017 Q4	$49K	Hold	1,169	–	–	0.01%	374
2017 Q3	$49K	Hold	1,169	–	–	0.01%	366
2017 Q2	$49K	Hold	1,169	–	–	0.01%	360
2017 Q1	$46K	Hold	1,169	–	–	0.01%	373
2016 Q4	$46K	Hold	1,169	–	–	0.01%	352
2016 Q3	$46	Hold	1,169	–	–	0.01%	363
2016 Q2	$46K	Hold	1,169	–	–	0.01%	349
2016 Q1	$46K	Buy	+1,169	New	+$41.4K	0.01%	367

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Sargent Bickham Lagudis's BEN Position: Q3 2019 in Review

Sargent Bickham Lagudis sold out of Franklin Resources (BEN) in Q3 2019, closing a stake of 1,169 shares — an estimated $32K sold.

Sargent Bickham Lagudis first reported a position in BEN in Q1 2016 and held it in 14 quarters. The position peaked at $49K in Q3 2018. 527 funds tracked by Wall St. Rank hold BEN as of Q3 2019.

Sargent Bickham Lagudis reported no remaining Franklin Resources position as of Q3 2019 after selling out during the quarter.
Sargent Bickham Lagudis sold 1,169 Franklin Resources shares in Q3 2019, an estimated $32K.
Sargent Bickham Lagudis first reported a position in Franklin Resources in Q1 2016 and held it in 14 quarters.
Sargent Bickham Lagudis's Franklin Resources position peaked at $49K in Q3 2018.
527 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2019.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2019, filed 14 Sep 2021.