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Boston Financial Management’s Eaton ETN Stock Holding History

Boston Financial Management’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
Q4 		$1.88M Buy
5,680
+775
+16% +$272K 0.06% 152
2024
Q3 		$1.63M Sell
4,905
-842
-15% -$257K 0.05% 161
2024
Q2 		$1.8M Buy
5,747
+239
+4% +$77.2K 0.06% 149
2024
Q1 		$1.72M Buy
5,508
+550
+11% +$150K 0.05% 152
2023
Q4 		$1.19M Buy
4,958
+18
+0.4% +$3.97K 0.04% 176
2023
Q3 		$1.05M Sell
4,940
-17
-0.3% -$3.67K 0.04% 173
2023
Q2 		$997K Sell
4,957
-1,108
-18% -$195K 0.04% 183
2023
Q1 		$1.04M Sell
6,065
-646
-10% -$108K 0.04% 173
2022
Q4 		$1.05M Sell
6,711
-95
-1% -$14.6K 0.04% 176
2022
Q3 		$908K Buy
6,806
+48
+0.7% +$6.72K 0.04% 173
2022
Q2 		$851K Buy
6,758
+1,203
+22% +$168K 0.04% 168
2022
Q1 		$843K Buy
5,555
+2,727
+96% +$427K 0.03% 177
2021
Q4 		$489K Buy
2,828
+3
+0.1% +$497 0.02% 194
2021
Q3 		$422K Buy
2,825
+1,411
+100% +$226K 0.02% 198
2021
Q2 		$210K Buy
+1,414
New +$204K 0.01% 235
2021
Q1 		– Sell
-1,694
Closed -$204K – 235
2020
Q4 		$204K Buy
+1,694
New +$191K 0.01% 228
2020
Q3 		– Sell
-1,619
Closed -$142K – 253
2020
Q2 		$142K Hold
1,619
– – 0.01% 257
2020
Q1 		$126K Buy
+1,619
New +$148K 0.01% 256

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Boston Financial Management's ETN Position: Q4 2024 in Review

Boston Financial Management increased its Eaton (ETN) stake by 16% in Q4 2024, buying an estimated $272K and bringing the position to 5,680 shares worth $1.88M. The position accounts for 0.06% of the portfolio, ranked #152.

Boston Financial Management first reported a position in ETN in Q1 2020 and has held it in 18 quarters since. 2,280 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

  • Boston Financial Management held 5,680 shares of Eaton worth $1.88M as of Q4 2024.
  • Boston Financial Management bought 775 Eaton shares in Q4 2024, an estimated $272K.
  • Eaton made up 0.06% of Boston Financial Management's portfolio in Q4 2024, its #152 holding.
  • Boston Financial Management first reported a position in Eaton in Q1 2020 and has held it in 18 quarters since.
  • 2,280 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.