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Baron Financial Group’s Eaton ETN Stock Holding History

Baron Financial Group’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
2022
Q3 		– Sell
-37
Closed -$4.66K – 98
2022
Q2 		$4.66K Hold
37
– – ﹤0.01% 171
2022
Q1 		$5.62K Hold
37
– – ﹤0.01% 180
2021
Q4 		$6.39K Hold
37
– – ﹤0.01% 181
2021
Q3 		$5.52K Hold
37
– – ﹤0.01% 187
2021
Q2 		$5.48K Hold
37
– – ﹤0.01% 197
2021
Q1 		$5.12K Hold
37
– – ﹤0.01% 198
2020
Q4 		$4.45K Hold
37
– – ﹤0.01% 212
2020
Q3 		$3.77K Buy
+37
New +$3.62K ﹤0.01% 217

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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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baron Financial Group's ETN Position: Q3 2022 in Review

Baron Financial Group sold out of Eaton (ETN) in Q3 2022, closing a stake of 37 shares — an estimated $4.66K sold.

Baron Financial Group first reported a position in ETN in Q3 2020 and held it in 8 quarters. The position peaked at $6.39K in Q4 2021. 1,379 funds tracked by Wall St. Rank hold ETN as of Q3 2022.

  • Baron Financial Group reported no remaining Eaton position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 37 Eaton shares in Q3 2022, an estimated $4.66K.
  • Baron Financial Group first reported a position in Eaton in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Eaton position peaked at $6.39K in Q4 2021.
  • 1,379 funds tracked by Wall St. Rank held Eaton as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.