Twin Tree 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $482K | Sell |
20,400
-25,500
| -56% | -$656K | 0.01% | 939 |
|
|
2025
Q4 | $1.1M | Sell |
45,900
-104,900
| -70% | -$2.41M | 0.01% | 990 |
|
|
2025
Q3 | $3.49M | Buy |
+150,800
| New | +$3.73M | 0.01% | 875 |
|
|
2024
Q4 | – | Sell |
-27,100
| Closed | -$546K | – | 1574 |
|
|
2024
Q3 | $546K | Sell |
27,100
-240,100
| -90% | -$5.17M | ﹤0.01% | 1290 |
|
|
2024
Q2 | $5.97M | Buy |
267,200
+22,900
| +9% | +$551K | 0.01% | 714 |
|
|
2024
Q1 | $6.87M | Buy |
+244,300
| New | +$6.73M | 0.02% | 736 |
|
|
2023
Q3 | – | Sell |
-300
| Closed | -$8.01K | – | 1229 |
|
|
2023
Q2 | $8.01K | Sell |
300
-100
| -25% | -$2.58K | ﹤0.01% | 1195 |
|
|
2023
Q1 | $10.8K | Sell |
400
-68,800
| -99% | -$2.01M | ﹤0.01% | 1201 |
|
|
2022
Q4 | $1.83M | Sell |
69,200
-123,700
| -64% | -$3.07M | ﹤0.01% | 952 |
|
|
2022
Q3 | $4.15M | Sell |
192,900
-162,600
| -46% | -$4.18M | 0.01% | 803 |
|
|
2022
Q2 | $8.29M | Sell |
355,500
-693,300
| -66% | -$17.7M | 0.01% | 695 |
|
|
2022
Q1 | $29.3M | Sell |
1,048,800
-170,100
| -14% | -$5.2M | 0.05% | 351 |
|
|
2021
Q4 | $40.8M | Sell |
1,218,900
-566,600
| -32% | -$18.6M | 0.08% | 209 |
|
|
2021
Q3 | $53.1M | Buy |
1,785,500
+967,800
| +118% | +$30.2M | 0.12% | 158 |
|
|
2021
Q2 | $26.2M | Buy |
817,700
+516,600
| +172% | +$16.7M | 0.07% | 276 |
|
|
2021
Q1 | $8.91M | Buy |
301,100
+287,700
| +2,147% | +$7.86M | 0.03% | 485 |
|
|
2020
Q4 | $335K | Buy |
+13,400
| New | +$299K | ﹤0.01% | 1066 |
|
|
2019
Q4 | – | Sell |
-33,200
| Closed | -$958K | – | 1231 |
|
|
2019
Q3 | $958K | Sell |
33,200
-1,000
| -3% | -$30.6K | ﹤0.01% | 832 |
|
|
2019
Q2 | $1.19M | Buy |
+34,200
| New | +$1.16M | 0.01% | 761 |
|
|
2017
Q1 | – | Sell |
-102,200
| Closed | -$4.04M | – | 1013 |
|
|
2016
Q4 | $4.04M | Buy |
102,200
+97,900
| +2,277% | +$3.66M | 0.04% | 447 |
|
|
2016
Q3 | $153K | Buy |
+4,300
| New | +$152K | ﹤0.01% | 963 |
|
|
2016
Q2 | – | Sell |
-2,700
| Closed | -$105K | – | 1200 |
|
|
2016
Q1 | $105K | Hold |
2,700
| – | – | ﹤0.01% | 1091 |
|
|
2015
Q4 | $99K | Sell |
2,700
-2,600
| -49% | -$102K | ﹤0.01% | 1207 |
|
|
2015
Q3 | $197K | Buy |
+5,300
| New | +$229K | 0.01% | 1008 |
|
|
2015
Q2 | – | Sell |
-10,700
| Closed | -$549K | – | 1316 |
|
|
2015
Q1 | $549K | Buy |
+10,700
| New | +$568K | 0.01% | 772 |
|
|
2014
Q3 | – | Sell |
-12,200
| Closed | -$706K | – | 985 |
|
|
2014
Q2 | $706K | Hold |
12,200
| – | – | 0.02% | 633 |
|
|
2014
Q1 | $661K | Sell |
12,200
-57,700
| -83% | -$3.11M | 0.01% | 706 |
|
|
2013
Q4 | $4.04M | Sell |
69,900
-31,000
| -31% | -$1.67M | 0.1% | 214 |
|
|
2013
Q3 | $5.1M | Buy |
100,900
+79,300
| +367% | +$3.83M | 0.17% | 112 |
|
|
2013
Q2 | $979K | Buy |
+21,600
| New | +$1.1M | 0.04% | 479 |
|
Other funds holding BEN
PCOC
VCM
VPM
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.