Lido Advisors
FELE icon

Lido Advisors’s Franklin Electric FELE Stock Holding History

Lido Advisors’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
Q4 		– Sell
-15,462
Closed -$1.38M – 1369
2023
Q3 		$1.38M Buy
+15,462
New +$1.5M 0.01% 456
2022
Q2 		– Sell
-4,794
Closed -$398K – 983
2022
Q1 		$398K Buy
4,794
+447
+10% +$38.3K ﹤0.01% 685
2021
Q4 		$411K Buy
4,347
+1,491
+52% +$134K ﹤0.01% 686
2021
Q3 		$228K Buy
+2,856
New +$234K ﹤0.01% 860

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Lido Advisors's FELE Position: Q4 2023 in Review

Lido Advisors sold out of Franklin Electric (FELE) in Q4 2023, closing a stake of 15,462 shares — an estimated $1.38M sold.

Lido Advisors first reported a position in FELE in Q3 2021 and held it in 4 quarters. The position peaked at $1.38M in Q3 2023. 340 funds tracked by Wall St. Rank hold FELE as of Q4 2023.

  • Lido Advisors reported no remaining Franklin Electric position as of Q4 2023 after selling out during the quarter.
  • Lido Advisors sold 15,462 Franklin Electric shares in Q4 2023, an estimated $1.38M.
  • Lido Advisors first reported a position in Franklin Electric in Q3 2021 and held it in 4 quarters.
  • Lido Advisors's Franklin Electric position peaked at $1.38M in Q3 2023.
  • 340 funds tracked by Wall St. Rank held Franklin Electric as of Q4 2023.

Based on Lido Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.