Franklin Resources shares owned by Monongahela Capital Management
Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Monongahela Capital Management
from 13F filings
Historical chart of Monongahela Capital Management investment in Franklin Resources
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All positions including Franklin Resources held by Monongahela Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $209k | 8.5k | 24.58 |
2023-06-30 | $222k | 8.3k | 26.71 |
2023-03-31 | $242k | 9.0k | 26.94 |
2022-12-31 | $270k | 10k | 26.38 |
2022-09-30 | $220k | 10k | 21.49 |
2022-06-30 | $250k | 11k | 23.29 |
2022-03-31 | $314k | 11k | 27.95 |
2021-12-31 | $494k | 15k | 33.52 |
2021-09-30 | $438k | 15k | 29.72 |
2021-06-30 | $471k | 15k | 31.96 |
2021-03-31 | $427k | 14k | 29.58 |
2020-12-31 | $1.1M | 46k | 24.98 |
2020-09-30 | $1.3M | 64k | 20.35 |
2020-06-30 | $1.5M | 72k | 20.97 |
2020-03-31 | $1.0M | 62k | 16.69 |
2019-12-31 | $230k | 8.9k | 25.99 |
More positions owned by Monongahela Capital Management
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