Eaton Financial Holdings’s Wayfair W Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7,889	Closed	-$478K	–	182
2023 Q3	$478K	Buy	+7,889	New	+$548K	0.13%	126

Other funds holding W

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

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

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

GHP

Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

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

Eaton Financial Holdings sold out of Wayfair (W) in Q4 2023, closing a stake of 7,889 shares — an estimated $478K sold.

Eaton Financial Holdings first reported a position in W in Q3 2023 and held it in 1 quarter. The position peaked at $478K in Q3 2023. 354 funds tracked by Wall St. Rank hold W as of Q4 2023.

Eaton Financial Holdings reported no remaining Wayfair position as of Q4 2023 after selling out during the quarter.
Eaton Financial Holdings sold 7,889 Wayfair shares in Q4 2023, an estimated $478K.
Eaton Financial Holdings first reported a position in Wayfair in Q3 2023 and held it in 1 quarter.
Eaton Financial Holdings's Wayfair position peaked at $478K in Q3 2023.
354 funds tracked by Wall St. Rank held Wayfair as of Q4 2023.

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