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Criterion Capital Advisors’s Eaton ETN Stock Holding History

Criterion Capital Advisors’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 		$64.9K Hold
207
– – 0.04% 114
2024
Q3 		$64.9K Hold
207
– – 0.04% 114
2024
Q2 		$64.9K Sell
207
-166
-45% -$53.6K 0.04% 114
2024
Q1 		$117K Hold
373
– – 0.08% 87
2023
Q4 		$89.8K Buy
+373
New +$82.3K 0.07% 97

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

Criterion Capital Advisors's ETN Position: Q4 2024 in Review

Criterion Capital Advisors held its Eaton (ETN) position steady in Q4 2024 at 207 shares worth $64.9K. The position accounts for 0.04% of the portfolio, ranked #114.

Criterion Capital Advisors first reported a position in ETN in Q4 2023 and has held it in 5 quarters since. The position peaked at $117K in Q1 2024. 2,279 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

  • Criterion Capital Advisors held 207 shares of Eaton worth $64.9K as of Q4 2024.
  • Criterion Capital Advisors left its Eaton share count unchanged in Q4 2024.
  • Eaton made up 0.04% of Criterion Capital Advisors's portfolio in Q4 2024, its #114 holding.
  • Criterion Capital Advisors first reported a position in Eaton in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Eaton position peaked at $117K in Q1 2024.
  • 2,279 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.