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Clarus Group’s Eaton ETN Stock Holding History

Clarus Group’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
-1,545
Closed -$513K – 101
2024
Q4 		$513K Buy
1,545
+1
+0.1% +$351 0.18% 52
2024
Q3 		$512K Sell
1,544
-24
-2% -$7.33K 0.22% 51
2024
Q2 		$492K Buy
1,568
+1
+0.1% +$323 0.22% 60
2024
Q1 		$490K Hold
1,567
– – 0.34% 50
2023
Q4 		$377K Hold
1,567
– – 0.29% 64
2023
Q3 		$334K Sell
1,567
-470
-23% -$101K 0.24% 67
2023
Q2 		$410K Buy
2,037
+204
+11% +$35.9K 0.3% 57
2023
Q1 		$314K Hold
1,833
– – 0.29% 58
2022
Q4 		$288K Hold
1,833
– – 0.25% 65
2022
Q3 		$244K Hold
1,833
– – 0.22% 74
2022
Q2 		$231K Hold
1,833
– – 0.19% 85
2022
Q1 		$278K Buy
1,833
+94
+5% +$14.7K 0.19% 80
2021
Q4 		$282K Hold
1,739
– – 0.19% 85
2021
Q3 		$260K Hold
1,739
– – 0.18% 88
2021
Q2 		$267K Buy
+1,739
New +$251K 0.2% 83

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
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

Clarus Group's ETN Position: Q1 2025 in Review

Clarus Group sold out of Eaton (ETN) in Q1 2025, closing a stake of 1,545 shares — an estimated $513K sold.

Clarus Group first reported a position in ETN in Q2 2021 and held it in 15 quarters. The position peaked at $513K in Q4 2024. 2,188 funds tracked by Wall St. Rank hold ETN as of Q1 2025.

  • Clarus Group reported no remaining Eaton position as of Q1 2025 after selling out during the quarter.
  • Clarus Group sold 1,545 Eaton shares in Q1 2025, an estimated $513K.
  • Clarus Group first reported a position in Eaton in Q2 2021 and held it in 15 quarters.
  • Clarus Group's Eaton position peaked at $513K in Q4 2024.
  • 2,188 funds tracked by Wall St. Rank held Eaton as of Q1 2025.

Based on Clarus Group's 13F filing for Q1 2025, filed 25 Apr 2025.