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Buckingham Strategic Wealth’s Eaton ETN Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$4.74M Buy
15,119
+124
+0.8% +$40K 0.05% 147
2024
Q1 		$4.69M Buy
14,995
+297
+2% +$81.2K 0.05% 152
2023
Q4 		$3.54M Buy
14,698
+9,926
+208% +$2.19M 0.04% 171
2023
Q3 		$1.02M Sell
4,772
-16
-0.3% -$3.45K 0.01% 288
2023
Q2 		$963K Buy
4,788
+136
+3% +$23.9K 0.01% 305
2023
Q1 		$730K Hold
4,652
– – 0.01% 313
2022
Q4 		$730K Sell
4,652
-665
-13% -$102K 0.01% 315
2022
Q3 		$709K Sell
5,317
-596
-10% -$83.4K 0.01% 301
2022
Q2 		$745K Buy
5,913
+1,214
+26% +$170K 0.01% 296
2022
Q1 		$713K Sell
4,699
-133
-3% -$20.8K 0.01% 299
2021
Q4 		$835K Sell
4,832
-6
-0.1% -$994 0.02% 282
2021
Q3 		$722K Buy
4,838
+389
+9% +$62.2K 0.01% 290
2021
Q2 		$659K Sell
4,449
-537
-11% -$77.4K 0.02% 303
2021
Q1 		$689K Buy
4,986
+1,643
+49% +$212K 0.03% 275
2020
Q4 		$402K Sell
3,343
-650
-16% -$73.5K 0.02% 358
2020
Q3 		$407K Sell
3,993
-1,018
-20% -$99.5K 0.03% 296
2020
Q2 		$438K Sell
5,011
-8
-0.2% -$659 0.04% 241
2020
Q1 		$390K Buy
5,019
+212
+4% +$19.4K 0.04% 286
2019
Q4 		$455K Buy
4,807
+245
+5% +$21.8K 0.04% 260
2019
Q3 		$379K Buy
4,562
+782
+21% +$63.4K 0.04% 279
2019
Q2 		$315K Buy
+3,780
New +$306K 0.03% 325
2018
Q4 		– Sell
-2,378
Closed -$206K – 364
2018
Q3 		$206K Sell
2,378
-877
-27% -$71.7K 0.03% 337
2018
Q2 		$243K Buy
+3,255
New +$252K 0.04% 300

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Buckingham Strategic Wealth's ETN Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Eaton (ETN) stake by 0.83% in Q2 2024, buying an estimated $40K and bringing the position to 15,119 shares worth $4.74M. The position accounts for 0.05% of the portfolio, ranked #147.

Buckingham Strategic Wealth first reported a position in ETN in Q2 2018 and has held it in 23 quarters since. 2,075 funds tracked by Wall St. Rank hold ETN as of Q2 2024.

  • Buckingham Strategic Wealth held 15,119 shares of Eaton worth $4.74M as of Q2 2024.
  • Buckingham Strategic Wealth bought 124 Eaton shares in Q2 2024, an estimated $40K.
  • Eaton made up 0.05% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #147 holding.
  • Buckingham Strategic Wealth first reported a position in Eaton in Q2 2018 and has held it in 23 quarters since.
  • 2,075 funds tracked by Wall St. Rank held Eaton as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.