Wolverine Asset Management’s Franklin Resources BEN Stock Holding History

Wolverine Asset 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
2021 Q3	–	Sell	-13,398	Closed	-$428K	–	2002
2021 Q2	$428K	Buy	+13,398	New	+$434K	﹤0.01%	968
2020 Q2	–	Sell	-6,036	Closed	-$100K	–	1535
2020 Q1	$100K	Buy	+6,036	New	+$139K	﹤0.01%	1044
2016 Q2	–	Sell	-2,300	Closed	-$89K	–	1198
2016 Q1	$89K	Sell	2,300 -22,700	-91%	-$803K	﹤0.01%	781
2015 Q4	$920K	Buy	+25,000	New	+$978K	0.02%	509
2015 Q3	–	Sell	-16,100	Closed	-$697K	–	1803
2015 Q2	$789K	Hold	16,100	–	–	0.02%	523
2015 Q1	$826K	Buy	16,100 +400	+3%	+$21.2K	0.02%	489
2014 Q4	$869K	Buy	15,700 +6,300	+67%	+$348K	0.02%	488
2014 Q3	$513K	Sell	9,400 -300	-3%	-$16.8K	0.01%	687
2014 Q2	$561K	Buy	+9,700	New	+$531K	0.01%	562
2014 Q1	–	Sell	-12,200	Closed	-$657K	–	2434
2013 Q4	$704K	Buy	+12,200	New	+$658K	0.01%	644

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wolverine Asset Management's BEN Position: Q3 2021 in Review

Wolverine Asset Management sold out of Franklin Resources (BEN) in Q3 2021, closing a stake of 13,398 shares — an estimated $428K sold.

Wolverine Asset Management first reported a position in BEN in Q4 2013 and held it in 10 quarters. The position peaked at $920K in Q4 2015. 537 funds tracked by Wall St. Rank hold BEN as of Q3 2021.

Wolverine Asset Management reported no remaining Franklin Resources position as of Q3 2021 after selling out during the quarter.
Wolverine Asset Management sold 13,398 Franklin Resources shares in Q3 2021, an estimated $428K.
Wolverine Asset Management first reported a position in Franklin Resources in Q4 2013 and held it in 10 quarters.
Wolverine Asset Management's Franklin Resources position peaked at $920K in Q4 2015.
537 funds tracked by Wall St. Rank held Franklin Resources as of Q3 2021.

Based on Wolverine Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.