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Disciplined Investments’s Franklin Electric FELE Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-9
Closed -$926 – 600
2023
Q2 		$926 Hold
9
– – ﹤0.01% 1005
2023
Q1 		$847 Hold
9
– – ﹤0.01% 1031
2022
Q4 		$718 Hold
9
– – ﹤0.01% 1035
2022
Q3 		$1K Buy
9
+2
+29% +$170 ﹤0.01% 890
2022
Q2 		$1K Hold
7
– – ﹤0.01% 907
2022
Q1 		$1K Buy
+7
New +$600 ﹤0.01% 966

Other funds holding FELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Disciplined Investments's FELE Position: Q3 2023 in Review

Disciplined Investments sold out of Franklin Electric (FELE) in Q3 2023, closing a stake of 9 shares — an estimated $926 sold.

Disciplined Investments first reported a position in FELE in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 319 funds tracked by Wall St. Rank hold FELE as of Q3 2023.

  • Disciplined Investments reported no remaining Franklin Electric position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 Franklin Electric shares in Q3 2023, an estimated $926.
  • Disciplined Investments first reported a position in Franklin Electric in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Franklin Electric position peaked at $1K in Q3 2022.
  • 319 funds tracked by Wall St. Rank held Franklin Electric as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.