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Sustainable Insight Capital Management’s Franklin Resources BEN Stock Holding History

Sustainable Insight 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
-8,912
Closed -$224K – 103
2022
Q2 		$224K Buy
+8,912
New +$228K 0.22% 104

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Sustainable Insight Capital Management's BEN Position: Q3 2022 in Review

Sustainable Insight Capital Management sold out of Franklin Resources (BEN) in Q3 2022, closing a stake of 8,912 shares — an estimated $224K sold.

Sustainable Insight Capital Management first reported a position in BEN in Q2 2022 and held it in 1 quarter. The position peaked at $224K in Q2 2022. 528 funds tracked by Wall St. Rank hold BEN as of Q3 2022.

  • Sustainable Insight Capital Management reported no remaining Franklin Resources position as of Q3 2022 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 8,912 Franklin Resources shares in Q3 2022, an estimated $224K.
  • Sustainable Insight Capital Management first reported a position in Franklin Resources in Q2 2022 and held it in 1 quarter.
  • Sustainable Insight Capital Management's Franklin Resources position peaked at $224K in Q2 2022.
  • 528 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2022.

Based on Sustainable Insight Capital Management's 13F filing for Q3 2022, filed 4 Nov 2022.