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Contravisory Investment Management’s Eaton ETN Stock Holding History

Contravisory 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
Q2 		– Sell
-1,577
Closed -$429K – 395
2025
Q1 		$429K Sell
1,577
-21
-1% -$6.54K 0.09% 169
2024
Q4 		$530K Sell
1,598
-269
-14% -$94.4K 0.11% 126
2024
Q3 		$619K Buy
1,867
+122
+7% +$37.3K 0.13% 106
2024
Q2 		$547K Sell
1,745
-176
-9% -$56.8K 0.12% 111
2024
Q1 		$601K Sell
1,921
-336
-15% -$91.9K 0.13% 98
2023
Q4 		$544K Sell
2,257
-89
-4% -$19.6K 0.13% 103
2023
Q3 		$500K Sell
2,346
-198
-8% -$42.7K 0.14% 95
2023
Q2 		$512K Buy
2,544
+65
+3% +$11.4K 0.14% 104
2023
Q1 		$425K Sell
2,479
-75
-3% -$12.5K 0.12% 109
2022
Q4 		$401K Buy
2,554
+584
+30% +$89.5K 0.11% 123
2022
Q3 		$263K Hold
1,970
– – 0.09% 156
2022
Q2 		$248K Sell
1,970
-123
-6% -$17.2K 0.08% 161
2022
Q1 		$318K Sell
2,093
-383
-15% -$60K 0.09% 150
2021
Q4 		$428K Buy
+2,476
New +$410K 0.12% 131
2016
Q3 		– Sell
-33
Closed -$2K – 297
2016
Q2 		$2K Buy
+33
New +$2.03K ﹤0.01% 167

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

Contravisory Investment Management's ETN Position: Q2 2025 in Review

Contravisory Investment Management sold out of Eaton (ETN) in Q2 2025, closing a stake of 1,577 shares — an estimated $429K sold.

Contravisory Investment Management first reported a position in ETN in Q2 2016 and held it in 15 quarters. The position peaked at $619K in Q3 2024. 2,321 funds tracked by Wall St. Rank hold ETN as of Q2 2025.

  • Contravisory Investment Management reported no remaining Eaton position as of Q2 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 1,577 Eaton shares in Q2 2025, an estimated $429K.
  • Contravisory Investment Management first reported a position in Eaton in Q2 2016 and held it in 15 quarters.
  • Contravisory Investment Management's Eaton position peaked at $619K in Q3 2024.
  • 2,321 funds tracked by Wall St. Rank held Eaton as of Q2 2025.

Based on Contravisory Investment Management's 13F filing for Q2 2025, filed 10 Jul 2025.