The first Franklin Resources trade was made in Q2 2006.
Since then Ray Dalio bought shares 25 more times and sold shares on 21 occasions. The investor sold all their shares in Q4 2023 and doesn't own any shares in Franklin Resources anymore.
Avg closing price
Price range
Sold -8.87 Thousand shares
Q4 2023
Avg closing price
$24.88
Price range
$22.24
-
$30.18
New holding (+8.87 Thousand shares)
Q3 2023
Avg closing price
$27.05
Price range
$24.27
-
$30.00
Sold -189 Thousand shares
Q1 2023
Avg closing price
$29.21
Price range
$26.19
-
$33.82
Increased shares by 52.2% (+64.6 Thousand shares)
Q4 2022
Avg closing price
$24.83
Price range
$21.11
-
$27.70
Sold 16.8% shares (-25 Thousand shares)
Q3 2022
Avg closing price
$25.70
Price range
$21.52
-
$29.02
Increased shares by 171.1% (+93.9 Thousand shares)
Q2 2022
Avg closing price
$25.57
Price range
$23.07
-
$28.02
Sold 38.5% shares (-34.3 Thousand shares)
Q1 2022
Avg closing price
$30.54
Price range
$26.83
-
$35.96
Sold 56.8% shares (-117 Thousand shares)
Q4 2021
Avg closing price
$32.91
Price range
$28.89
-
$37.68
Increased shares by 37.2% (+56 Thousand shares)
Q3 2021
Avg closing price
$31.19
Price range
$28.58
-
$33.42
Sold 5.4% shares (-8.55 Thousand shares)
Q2 2021
Avg closing price
$32.40
Price range
$28.67
-
$35.74
Increased shares by 75.0% (+68.2 Thousand shares)
Q1 2021
Avg closing price
$27.32
Price range
$24.28
-
$30.26
New holding (+91 Thousand shares)
Q4 2020
Avg closing price
$22.33
Price range
$18.64
-
$25.16
Sold -103 Thousand shares
Q1 2020
Avg closing price
$22.95
Price range
$15.30
-
$26.31
Sold 77.2% shares (-348 Thousand shares)
Q4 2019
Avg closing price
$27.17
Price range
$25.80
-
$28.99
New holding (+452 Thousand shares)
Q3 2019
Avg closing price
$30.56
Price range
$25.93
-
$35.51
Sold -162 Thousand shares
Q3 2018
Avg closing price
$32.22
Price range
$30.14
-
$34.32
Sold 71.0% shares (-397 Thousand shares)
Q2 2018
Avg closing price
$33.50
Price range
$31.80
-
$34.50
Increased shares by 2683.0% (+539 Thousand shares)
Q1 2018