Zacks Investment Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-99,216
| Closed | -$3.17M | – | 607 |
|
|
2021
Q2 | $3.17M | Sell |
99,216
-40,064
| -29% | -$1.28M | 0.05% | 234 |
|
|
2021
Q1 | $4.12M | Buy |
139,280
+8,913
| +7% | +$264K | 0.07% | 187 |
|
|
2020
Q4 | $3.26M | Buy |
130,367
+3,845
| +3% | +$96.1K | 0.06% | 196 |
|
|
2020
Q3 | $2.57M | Buy |
126,522
+33,543
| +36% | +$682K | 0.05% | 195 |
|
|
2020
Q2 | $1.95M | Buy |
+92,979
| New | +$1.95M | 0.04% | 203 |
|
|
2019
Q4 | – | Sell |
-104,110
| Closed | -$3.01M | – | 535 |
|
|
2019
Q3 | $3.01M | Sell |
104,110
-5,709
| -5% | -$165K | 0.06% | 195 |
|
|
2019
Q2 | $3.82M | Buy |
+109,819
| New | +$3.82M | 0.08% | 172 |
|