Clifford Swan Investment Counsel’s Franklin Electric FELE Stock Holding History

Clifford Swan Investment Counsel’s Portfolio FELE Stock Details FELE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,019	Closed	-$212K	–	311
2024 Q3	$212K	Buy	+2,019	New	+$202K	0.01%	307
2024 Q2	–	Sell	-2,019	Closed	-$216K	–	307
2024 Q1	$216K	Buy	+2,019	New	+$199K	0.01%	296
2023 Q3	–	Sell	-2,076	Closed	-$214K	–	301
2023 Q2	$214K	Buy	+2,076	New	+$195K	0.01%	290
2022 Q1	–	Sell	-2,275	Closed	-$215K	–	326
2021 Q4	$215K	Buy	+2,275	New	+$204K	0.01%	323

Other funds holding FELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clifford Swan Investment Counsel's FELE Position: Q4 2024 in Review

Clifford Swan Investment Counsel sold out of Franklin Electric (FELE) in Q4 2024, closing a stake of 2,019 shares — an estimated $212K sold.

Clifford Swan Investment Counsel first reported a position in FELE in Q4 2021 and held it in 4 quarters. The position peaked at $216K in Q1 2024. 349 funds tracked by Wall St. Rank hold FELE as of Q4 2024.

Clifford Swan Investment Counsel reported no remaining Franklin Electric position as of Q4 2024 after selling out during the quarter.
Clifford Swan Investment Counsel sold 2,019 Franklin Electric shares in Q4 2024, an estimated $212K.
Clifford Swan Investment Counsel first reported a position in Franklin Electric in Q4 2021 and held it in 4 quarters.
Clifford Swan Investment Counsel's Franklin Electric position peaked at $216K in Q1 2024.
349 funds tracked by Wall St. Rank held Franklin Electric as of Q4 2024.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2024, filed 5 Feb 2025.