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Doyle Wealth Management’s Eaton ETN Stock Holding History

Doyle Wealth 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
2022
Q3 		$370K Buy
2,777
+66
+2% +$9.23K 0.03% 147
2022
Q2 		$342K Buy
2,711
+4
+0.1% +$560 0.03% 160
2022
Q1 		$411K Buy
2,707
+3
+0.1% +$470 0.03% 165
2021
Q4 		$467K Buy
2,704
+34
+1% +$5.63K 0.03% 147
2021
Q3 		$399K Sell
2,670
-997
-27% -$159K 0.03% 157
2021
Q2 		$543K Sell
3,667
-517
-12% -$74.5K 0.05% 135
2021
Q1 		$579K Buy
4,184
+4
+0.1% +$516 0.06% 129
2020
Q4 		$502K Sell
4,180
-549
-12% -$62K 0.05% 136
2020
Q3 		$483K Hold
4,729
– – 0.06% 128
2020
Q2 		$414K Sell
4,729
-185
-4% -$15.2K 0.05% 122
2020
Q1 		$382K Buy
4,914
+107
+2% +$9.81K 0.06% 122
2019
Q4 		$455K Sell
4,807
-315
-6% -$28K 0.06% 131
2019
Q3 		$426K Sell
5,122
-185
-3% -$15K 0.06% 129
2019
Q2 		$442K Buy
5,307
+23
+0.4% +$1.86K 0.06% 123
2019
Q1 		$431K Hold
5,284
– – 0.06% 122
2018
Q4 		$363K Sell
5,284
-36
-0.7% -$2.69K 0.06% 124
2018
Q3 		$461K Buy
5,320
+1,585
+42% +$130K 0.07% 115
2018
Q2 		$279K Buy
+3,735
New +$289K 0.05% 150

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Doyle Wealth Management's ETN Position: Q3 2022 in Review

Doyle Wealth Management increased its Eaton (ETN) stake by 2.4% in Q3 2022, buying an estimated $9.23K and bringing the position to 2,777 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #147.

Doyle Wealth Management first reported a position in ETN in Q2 2018 and has held it in 18 quarters since. The position peaked at $579K in Q1 2021. 1,378 funds tracked by Wall St. Rank hold ETN as of Q3 2022.

  • Doyle Wealth Management held 2,777 shares of Eaton worth $370K as of Q3 2022.
  • Doyle Wealth Management bought 66 Eaton shares in Q3 2022, an estimated $9.23K.
  • Eaton made up 0.03% of Doyle Wealth Management's portfolio in Q3 2022, its #147 holding.
  • Doyle Wealth Management first reported a position in Eaton in Q2 2018 and has held it in 18 quarters since.
  • Doyle Wealth Management's Eaton position peaked at $579K in Q1 2021.
  • 1,378 funds tracked by Wall St. Rank held Eaton as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.