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Capital Group Investment Management’s Eaton ETN Stock Holding History

Capital Group Investment 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
2025
Q1 		– Sell
-3,157
Closed -$1.05M – 146
2024
Q4 		$1.05M Hold
3,157
– – 0.2% 104
2024
Q3 		$1.05M Buy
3,157
+206
+7% +$62.9K 0.21% 98
2024
Q2 		$925K Buy
2,951
+444
+18% +$143K 0.2% 104
2024
Q1 		$784K Buy
+2,507
New +$685K 0.14% 149
2023
Q4 		– Sell
-1,072
Closed -$229K – 194
2023
Q3 		$229K Sell
1,072
-25
-2% -$5.39K 0.01% 193
2023
Q2 		$221K Buy
+1,097
New +$193K 0.01% 196

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capital Group Investment Management's ETN Position: Q1 2025 in Review

Capital Group Investment Management sold out of Eaton (ETN) in Q1 2025, closing a stake of 3,157 shares — an estimated $1.05M sold.

Capital Group Investment Management first reported a position in ETN in Q2 2023 and held it in 6 quarters. The position peaked at $1.05M in Q4 2024. 2,189 funds tracked by Wall St. Rank hold ETN as of Q1 2025.

  • Capital Group Investment Management reported no remaining Eaton position as of Q1 2025 after selling out during the quarter.
  • Capital Group Investment Management sold 3,157 Eaton shares in Q1 2025, an estimated $1.05M.
  • Capital Group Investment Management first reported a position in Eaton in Q2 2023 and held it in 6 quarters.
  • Capital Group Investment Management's Eaton position peaked at $1.05M in Q4 2024.
  • 2,189 funds tracked by Wall St. Rank held Eaton as of Q1 2025.

Based on Capital Group Investment Management's 13F filing for Q1 2025, filed 12 May 2025.