Y-Intercept (HK)’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Buy |
+148,786
| New | +$3.55M | 0.09% | 352 |
|
|
2024
Q4 | – | Sell |
-81,410
| Closed | -$1.64M | – | 1192 |
|
|
2024
Q3 | $1.64M | Sell |
81,410
-71,821
| -47% | -$1.45M | 0.1% | 266 |
|
|
2024
Q2 | $3.42M | Buy |
+153,231
| New | +$3.42M | 0.19% | 115 |
|
|
2023
Q4 | – | Sell |
-54,070
| Closed | -$1.33M | – | 1236 |
|
|
2023
Q3 | $1.33M | Buy |
+54,070
| New | +$1.33M | 0.13% | 234 |
|
|
2023
Q2 | – | Sell |
-58,483
| Closed | -$1.58M | – | 1277 |
|
|
2023
Q1 | $1.58M | Buy |
+58,483
| New | +$1.58M | 0.18% | 142 |
|
|
2021
Q3 | – | Sell |
-20,897
| Closed | -$668K | – | 651 |
|
|
2021
Q2 | $668K | Buy |
+20,897
| New | +$668K | 0.17% | 193 |
|
|
2021
Q1 | – | Sell |
-21,182
| Closed | -$525K | – | 626 |
|
|
2020
Q4 | $525K | Buy |
+21,182
| New | +$525K | 0.22% | 137 |
|