Franklin Resources’s MERITOR, Inc. MTOR Stock Holding History

Franklin Resources’s Portfolio MTOR Stock Details MTOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-10,354	Closed	-$376K	–	2448
2022 Q2	$376K	Sell	10,354 -14,961	-59%	-$538K	﹤0.01%	1799
2022 Q1	$900K	Hold	25,315	–	–	﹤0.01%	1641
2021 Q4	$628K	Sell	25,315 -21	-0.1%	-$536	﹤0.01%	1823
2021 Q3	$540K	Buy	+25,336	New	+$590K	﹤0.01%	1854
2021 Q2	–	Sell	-1,660,381	Closed	-$48.8M	–	2091
2021 Q1	$48.8M	Buy	1,660,381 +44,451	+3%	+$1.32M	0.02%	628
2020 Q4	$45.1M	Buy	1,615,930 +1,061,808	+192%	+$28.1M	0.02%	625
2020 Q3	$11.6M	Buy	+554,122	New	+$12.5M	0.01%	875

Other funds holding MTOR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Franklin Resources's MTOR Position: Q3 2022 in Review

Franklin Resources sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 10,354 shares — an estimated $376K sold.

Franklin Resources first reported a position in MTOR in Q3 2020 and held it in 7 quarters. The position peaked at $48.8M in Q1 2021. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

Franklin Resources reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
Franklin Resources sold 10,354 MERITOR, Inc. shares in Q3 2022, an estimated $376K.
Franklin Resources first reported a position in MERITOR, Inc. in Q3 2020 and held it in 7 quarters.
Franklin Resources's MERITOR, Inc. position peaked at $48.8M in Q1 2021.
5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on Franklin Resources's 13F filing for Q3 2022, filed 14 Nov 2022.