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Alera Investment Advisors’s Eaton ETN Stock Holding History

Alera Investment Advisors’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$372K Buy
1,122
+354
+46% +$108K 0.04% 177
2024
Q2 		$241K Buy
+768
New +$248K 0.03% 227
2019
Q2 		– Sell
-384
Closed -$31K – 375
2019
Q1 		$31K Buy
384
+174
+83% +$13.3K 0.02% 220
2018
Q4 		$14K Buy
+210
New +$15.7K 0.01% 357

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Alera Investment Advisors's ETN Position: Q3 2024 in Review

Alera Investment Advisors increased its Eaton (ETN) stake by 46% in Q3 2024, buying an estimated $108K and bringing the position to 1,122 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #177.

Alera Investment Advisors first reported a position in ETN in Q4 2018 and has held it in 4 quarters since. 2,124 funds tracked by Wall St. Rank hold ETN as of Q3 2024.

  • Alera Investment Advisors held 1,122 shares of Eaton worth $372K as of Q3 2024.
  • Alera Investment Advisors bought 354 Eaton shares in Q3 2024, an estimated $108K.
  • Eaton made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #177 holding.
  • Alera Investment Advisors first reported a position in Eaton in Q4 2018 and has held it in 4 quarters since.
  • 2,124 funds tracked by Wall St. Rank held Eaton as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.