Y-Intercept (HK)’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.82M Buy
2025
Q2
$3.55M Buy
2024
Q4
Sell
2024
Q3
$1.64M Sell
2024
Q2
$3.42M Buy
2023
Q4
Sell
2023
Q3
$1.33M Buy
2023
Q2
Sell
2023
Q1
$1.58M Buy
2021
Q3
Sell
2021
Q2
$668K Buy
2021
Q1
Sell
2020
Q4
$525K Buy