Twin Tree Management
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Twin Tree Management’s Franklin Resources BEN Stock Holding History

Twin Tree 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
2023
Q3 		– Sell
-672
Closed -$17.9K – 1230
2023
Q2 		$17.9K Buy
+672
New +$17.4K ﹤0.01% 1183
2022
Q3 		– Sell
-231,549
Closed -$5.95M – 1318
2022
Q2 		$5.4M Sell
231,549
-77,519
-25% -$1.98M 0.01% 835
2022
Q1 		$8.63M Buy
+309,068
New +$9.44M 0.01% 743
2020
Q3 		– Sell
-91
Closed -$2K – 1228
2020
Q2 		$2K Buy
+91
New +$1.72K ﹤0.01% 1421
2018
Q3 		– Sell
-5,962
Closed -$191K – 1051
2018
Q2 		$191K Sell
5,962
-4,035
-40% -$135K ﹤0.01% 999
2018
Q1 		$347K Buy
+9,997
New +$406K ﹤0.01% 851
2017
Q4 		– Sell
-769
Closed -$33.3K – 1003
2017
Q3 		$34K Buy
+769
New +$33.7K ﹤0.01% 904
2017
Q2 		– Sell
-16,755
Closed -$706K – 958
2017
Q1 		$706K Buy
+16,755
New +$695K 0.01% 735
2016
Q4 		– Sell
-32,449
Closed -$1.21M – 1162
2016
Q3 		$1.15M Buy
+32,449
New +$1.15M 0.01% 629
2016
Q2 		– Sell
-25,427
Closed -$993K – 1201
2016
Q1 		$993K Buy
+25,427
New +$900K 0.02% 612
2015
Q3 		– Sell
-1,868
Closed -$80.9K – 1315
2015
Q2 		$92K Buy
+1,868
New +$95.8K ﹤0.01% 1165

Other funds holding BEN

PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Twin Tree Management's BEN Position: Q3 2023 in Review

Twin Tree Management sold out of Franklin Resources (BEN) in Q3 2023, closing a stake of 672 shares — an estimated $17.9K sold.

Twin Tree Management first reported a position in BEN in Q2 2015 and held it in 11 quarters. The position peaked at $8.63M in Q1 2022. 535 funds tracked by Wall St. Rank hold BEN as of Q3 2023.

  • Twin Tree Management reported no remaining Franklin Resources position as of Q3 2023 after selling out during the quarter.
  • Twin Tree Management sold 672 Franklin Resources shares in Q3 2023, an estimated $17.9K.
  • Twin Tree Management first reported a position in Franklin Resources in Q2 2015 and held it in 11 quarters.
  • Twin Tree Management's Franklin Resources position peaked at $8.63M in Q1 2022.
  • 535 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2023.

Based on Twin Tree Management's 13F filing for Q3 2023, filed 14 Nov 2023.