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Franklin Universal Trust shares owned by Westchester Capital Management

Quarter-by-quarter ownership of Franklin Universal Trust (FT) shares owned by Westchester Capital Management from 13F filings

Historical chart of Westchester Capital Management investment in Franklin Universal Trust

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All positions including Franklin Universal Trust held by Westchester Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Universal Trust by Westchester Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.3M 185k 6.81
2024-03-31 $1.2M 185k 6.64
2023-12-31 $1.2M 185k 6.65
2023-09-30 $1.2M 185k 6.35
2023-06-30 $1.2M 185k 6.73
2023-03-31 $1.3M 185k 7.13
2022-12-31 $1.2M 185k 6.73
2022-09-30 $1.2M 185k 6.33
2022-06-30 $1.4M 185k 7.45
2022-03-31 $1.5M 185k 8.10