Sun Life Financial’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,199
| Closed | -$272K | – | 129 |
|
|
2021
Q1 | $272K | Buy |
9,199
+9,038
| +5,614% | +$267K | 0.02% | 103 |
|
|
2020
Q4 | $4K | Buy |
161
+4
| +3% | +$99 | ﹤0.01% | 478 |
|
|
2020
Q3 | $3K | Sell |
157
-27,447
| -99% | -$524K | ﹤0.01% | 482 |
|
|
2020
Q2 | $579K | Buy |
27,604
+54
| +0.2% | +$1.13K | 0.11% | 64 |
|
|
2020
Q1 | $460K | Buy |
27,550
+27,384
| +16,496% | +$457K | 0.12% | 61 |
|
|
2019
Q4 | $4K | Sell |
166
-66
| -28% | -$1.59K | ﹤0.01% | 434 |
|
|
2019
Q3 | $7K | Sell |
232
-6
| -3% | -$181 | ﹤0.01% | 557 |
|
|
2019
Q2 | $8K | Sell |
238
-264
| -53% | -$8.87K | ﹤0.01% | 538 |
|
|
2019
Q1 | $17K | Sell |
502
-5,993
| -92% | -$203K | ﹤0.01% | 533 |
|
|
2018
Q4 | $193K | Sell |
6,495
-1,703
| -21% | -$50.6K | 0.04% | 201 |
|
|
2018
Q3 | $249K | Sell |
8,198
-2,838
| -26% | -$86.2K | 0.05% | 198 |
|
|
2018
Q2 | $354K | Buy |
11,036
+10,626
| +2,592% | +$341K | 0.05% | 155 |
|
|
2018
Q1 | $11.8K | Sell |
410
-10,413
| -96% | -$300K | 0.11% | 93 |
|
|
2017
Q4 | $468K | Sell |
10,823
-1,695
| -14% | -$73.3K | 0.05% | 112 |
|
|
2017
Q3 | $557K | Sell |
12,518
-1,417
| -10% | -$63.1K | 0.06% | 127 |
|
|
2017
Q2 | $625K | Buy |
13,935
+13,927
| +174,088% | +$625K | 0.07% | 102 |
|
|
2017
Q1 | $187 | Buy |
8
+1
| +14% | +$23 | ﹤0.01% | 279 |
|
|
2016
Q4 | $188 | Buy |
+7
| New | +$188 | ﹤0.01% | 229 |
|