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Zullo Investment Group’s Franklin Resources BEN Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-2,763
Closed -$72.9K – 185
2022
Q4 		$72.9K Buy
2,763
+61
+2% +$1.51K 0.04% 230
2022
Q3 		$58K Buy
2,702
+22
+0.8% +$565 0.04% 253
2022
Q2 		$62K Buy
2,680
+278
+12% +$7.11K 0.04% 258
2022
Q1 		$67K Buy
2,402
+1,823
+315% +$55.7K 0.03% 267
2021
Q4 		$19K Buy
+579
New +$19.1K 0.01% 430

Other funds holding BEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zullo Investment Group's BEN Position: Q1 2023 in Review

Zullo Investment Group sold out of Franklin Resources (BEN) in Q1 2023, closing a stake of 2,763 shares — an estimated $72.9K sold.

Zullo Investment Group first reported a position in BEN in Q4 2021 and held it in 5 quarters. The position peaked at $72.9K in Q4 2022. 556 funds tracked by Wall St. Rank hold BEN as of Q1 2023.

  • Zullo Investment Group reported no remaining Franklin Resources position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 2,763 Franklin Resources shares in Q1 2023, an estimated $72.9K.
  • Zullo Investment Group first reported a position in Franklin Resources in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Franklin Resources position peaked at $72.9K in Q4 2022.
  • 556 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.