Current Value of Holding

$10.3 Million

Shares

492 Thousand

% of Portfolio

0.02%

Average Buy Price

$21.2

Avg closing price
Price range

32 Jim Simons Franklin Resources Trades

Jim Simons's position in Franklin Resources is currently worth $10.3 Million. That's 0.02% of their equity portfolio (909th largest holding). The first Franklin Resources trade was made in Q2 2013. Since then Jim Simons bought shares eighteen more times and sold shares on thirteen occasions. The investor's estimated purchase price is $10.4 Million, resulting in a loss of 1.3%.

Avg closing price
Price range
Increased shares by 262.5% (+356 Thousand shares) Q4 2024
Avg closing price $21.10
Price range $19.35 - $22.76
New holding (+136 Thousand shares) Q3 2024
Avg closing price $21.54
Price range $19.13 - $23.97
Sold -566 Thousand shares Q1 2023
Avg closing price $29.21
Price range $26.19 - $33.82
New holding (+566 Thousand shares) Q4 2022
Avg closing price $24.83
Price range $21.11 - $27.70
Sold -68.6 Thousand shares Q2 2022
Avg closing price $25.57
Price range $23.07 - $28.02
Increased shares by 138.2% (+39.8 Thousand shares) Q1 2022
Avg closing price $30.54
Price range $26.83 - $35.96
New holding (+28.8 Thousand shares) Q4 2021
Avg closing price $32.91
Price range $28.89 - $37.68
Sold -139 Thousand shares Q1 2021
Avg closing price $27.32
Price range $24.28 - $30.26
Sold 70.2% shares (-326 Thousand shares) Q4 2020
Avg closing price $22.33
Price range $18.64 - $25.16
New holding (+464 Thousand shares) Q3 2020
Avg closing price $21.00
Price range $19.27 - $22.67
Sold -285 Thousand shares Q2 2020
Avg closing price $18.87
Price range $15.31 - $24.23
New holding (+285 Thousand shares) Q1 2020
Avg closing price $22.95
Price range $15.30 - $26.31
Sold -13.5 Thousand shares Q2 2019
Avg closing price $34.01
Price range $31.82 - $35.67
Increased shares by 10.7% (+1.3 Thousand shares) Q1 2019
Avg closing price $31.58
Price range $29.09 - $33.70
Sold 99.0% shares (-1.18 Million shares) Q4 2018
Avg closing price $30.75
Price range $27.76 - $34.27
Increased shares by 104.2% (+607 Thousand shares) Q3 2018
Avg closing price $32.22
Price range $30.14 - $34.32
New holding (+583 Thousand shares) Q2 2018
Avg closing price $33.50
Price range $31.80 - $34.50
Sold -1.71 Million shares Q1 2018
Avg closing price $40.66
Price range $34.11 - $45.86
Increased shares by 202.1% (+1.14 Million shares) Q4 2017
Avg closing price $43.31
Price range $40.45 - $45.07
New holding (+566 Thousand shares) Q3 2017
Avg closing price $43.82
Price range $41.04 - $47.28

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