Bill Gates’s Eaton ETN Stock Holding History

Bill Gates’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
2023 Q4	–	Sell	-26,100	Closed	-$5.57M	–	41
2023 Q3	$5.57M	Buy	+26,100	New	+$5.63M	0.01%	27

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bill Gates's ETN Position: Q4 2023 in Review

Bill Gates sold out of Eaton (ETN) in Q4 2023, closing a stake of 26,100 shares — an estimated $5.57M sold.

Bill Gates first reported a position in ETN in Q3 2023 and held it in 1 quarter. The position peaked at $5.57M in Q3 2023. 1,817 funds tracked by Wall St. Rank hold ETN as of Q4 2023.

Bill Gates reported no remaining Eaton position as of Q4 2023 after selling out during the quarter.
Bill Gates sold 26,100 Eaton shares in Q4 2023, an estimated $5.57M.
Bill Gates first reported a position in Eaton in Q3 2023 and held it in 1 quarter.
Bill Gates's Eaton position peaked at $5.57M in Q3 2023.
1,817 funds tracked by Wall St. Rank held Eaton as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.