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Simplicity Solutions’s Franklin Electric FELE Stock Holding History

Simplicity Solutions’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 		$506K Sell
5,231
-44
-0.8% -$3.95K 0.01% 662
2023
Q3 		$471K Sell
5,275
-30
-0.6% -$2.9K 0.02% 618
2023
Q2 		$546K Buy
5,305
+2,995
+130% +$281K 0.01% 637
2023
Q1 		$217K Buy
+2,310
New +$208K 0.01% 981

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

Simplicity Solutions's FELE Position: Q4 2023 in Review

Simplicity Solutions reduced its Franklin Electric (FELE) stake by 0.83% in Q4 2023, selling an estimated $3.95K and leaving 5,231 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #662.

Simplicity Solutions first reported a position in FELE in Q1 2023 and has held it in 4 quarters since. The position peaked at $546K in Q2 2023. 340 funds tracked by Wall St. Rank hold FELE as of Q4 2023.

  • Simplicity Solutions held 5,231 shares of Franklin Electric worth $506K as of Q4 2023.
  • Simplicity Solutions sold 44 Franklin Electric shares in Q4 2023, an estimated $3.95K.
  • Franklin Electric made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #662 holding.
  • Simplicity Solutions first reported a position in Franklin Electric in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's Franklin Electric position peaked at $546K in Q2 2023.
  • 340 funds tracked by Wall St. Rank held Franklin Electric as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.