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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Quarterly reported holdings in Franklin Universal Trust by Westchester Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $820k | 102k | 8.04 |
| 2025-06-30 | $902k | 118k | 7.62 |
| 2025-03-31 | $892k | 118k | 7.53 |
| 2024-12-31 | $979k | 134k | 7.31 |
| 2024-09-30 | $1.2M | 160k | 7.56 |
| 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 |
More positions owned by Westchester Capital Management
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