Sentry Investment 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
Q3 | $20K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $27K | Hold |
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|
2024
Q2 | $30K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $40K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $36K | Hold |
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|
2022
Q2 | $39K | Sell |
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|
2022
Q1 | $55K | Sell |
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|
2021
Q4 | $78K | Hold |
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|
2021
Q3 | $69K | Sell |
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|
2021
Q2 | $85K | Sell |
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|
2021
Q1 | $93K | Sell |
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|
2020
Q4 | $455K | Hold |
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|
2020
Q3 | $371K | Hold |
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|
2020
Q2 | $382K | Buy |
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|
2020
Q1 | $131K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $662K | Hold |
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|
2019
Q1 | $630K | Sell |
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|
2018
Q4 | $614K | Sell |
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|
2018
Q3 | $646K | Hold |
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|
2018
Q2 | $681K | Sell |
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|
2018
Q1 | $819K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $402K | Hold |
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|
2017
Q2 | $404K | Hold |
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|
2017
Q1 | $381K | Sell |
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|
2016
Q4 | $811K | Hold |
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|
2016
Q3 | $729K | Hold |
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|
2016
Q2 | $684K | Sell |
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|
2016
Q1 | $881K | Sell |
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|
2015
Q4 | $1.03M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.07M | Hold |
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|
2015
Q1 | $1.12M | Buy |
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|
2014
Q4 | $1.04M | Hold |
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|
2014
Q3 | $1.02M | Sell |
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|
2014
Q2 | $1.22M | Sell |
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|
2014
Q1 | $1.22M | Hold |
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|
2013
Q4 | $1.3M | Buy |
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|
2013
Q3 | $875K | Buy |
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|
2013
Q2 | $490K | Buy |
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