Eaton Financial Holdings’s RingCentral RNG Stock Holding History

Eaton Financial Holdings’s Portfolio RNG Stock Details RNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-67,260	Closed	-$1.99M	–	174
2023 Q3	$1.99M	Buy	+67,260	New	+$2.23M	0.53%	57

Other funds holding RNG

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Eaton Financial Holdings's RNG Position: Q4 2023 in Review

Eaton Financial Holdings sold out of RingCentral (RNG) in Q4 2023, closing a stake of 67,260 shares — an estimated $1.99M sold.

Eaton Financial Holdings first reported a position in RNG in Q3 2023 and held it in 1 quarter. The position peaked at $1.99M in Q3 2023. 261 funds tracked by Wall St. Rank hold RNG as of Q4 2023.

Eaton Financial Holdings reported no remaining RingCentral position as of Q4 2023 after selling out during the quarter.
Eaton Financial Holdings sold 67,260 RingCentral shares in Q4 2023, an estimated $1.99M.
Eaton Financial Holdings first reported a position in RingCentral in Q3 2023 and held it in 1 quarter.
Eaton Financial Holdings's RingCentral position peaked at $1.99M in Q3 2023.
261 funds tracked by Wall St. Rank held RingCentral as of Q4 2023.

Based on Eaton Financial Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.