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Buckingham Capital Management (Ohio)’s Eaton ETN Stock Holding History

Buckingham Capital Management (Ohio)’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 		$296K Hold
891
– – 0.03% 115
2024
Q3 		$295K Sell
891
-1,031
-54% -$315K 0.03% 123
2024
Q2 		$603K Buy
1,922
+1,250
+186% +$404K 0.07% 91
2024
Q1 		$210K Buy
+672
New +$184K 0.03% 126
2022
Q2 		– Sell
-1,539
Closed -$234K – 117
2022
Q1 		$234K Sell
1,539
-129
-8% -$20.2K 0.04% 107
2021
Q4 		$288K Sell
1,668
-100
-6% -$16.6K 0.04% 102
2021
Q3 		$264K Sell
1,768
-545
-24% -$87.1K 0.04% 105
2021
Q2 		$343K Sell
2,313
-5,210
-69% -$751K 0.06% 97
2021
Q1 		$1.04M Sell
7,523
-539
-7% -$69.5K 0.18% 71
2020
Q4 		$969K Sell
8,062
-241
-3% -$27.2K 0.17% 73
2020
Q3 		$847K Buy
8,303
+83
+1% +$8.11K 0.17% 75
2020
Q2 		$719K Buy
8,220
+1,573
+24% +$129K 0.16% 78
2020
Q1 		$516K Sell
6,647
-7,404
-53% -$679K 0.13% 94
2019
Q4 		$1.33M Buy
14,051
+349
+3% +$31K 0.23% 83
2019
Q3 		$1.14M Buy
13,702
+358
+3% +$29K 0.21% 86
2019
Q2 		$1.11M Buy
13,344
+326
+3% +$26.4K 0.21% 90
2019
Q1 		$1.05M Buy
13,018
+315
+2% +$24K 0.21% 88
2018
Q4 		$872K Sell
12,703
-1,137
-8% -$85K 0.19% 95
2018
Q3 		$1.2M Buy
13,840
+401
+3% +$32.8K 0.23% 87
2018
Q2 		$1M Buy
13,439
+177
+1% +$13.7K 0.2% 95
2018
Q1 		$1.06M Buy
13,262
+565
+4% +$46.4K 0.22% 94
2017
Q4 		$1M Buy
+12,697
New +$987K 0.21% 100

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

Buckingham Capital Management (Ohio)'s ETN Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) held its Eaton (ETN) position steady in Q4 2024 at 891 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #115.

Buckingham Capital Management (Ohio) first reported a position in ETN in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.33M in Q4 2019. 2,280 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 891 shares of Eaton worth $296K as of Q4 2024.
  • Buckingham Capital Management (Ohio) left its Eaton share count unchanged in Q4 2024.
  • Eaton made up 0.03% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #115 holding.
  • Buckingham Capital Management (Ohio) first reported a position in Eaton in Q4 2017 and has held it in 22 quarters since.
  • Buckingham Capital Management (Ohio)'s Eaton position peaked at $1.33M in Q4 2019.
  • 2,280 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.