Enlightenment Research’s Eaton ETN Stock Holding History

Enlightenment Research’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 Q1	–	Sell	-1,300	Closed	-$225K	–	162
2021 Q4	$225K	Sell	1,300 -3,500	-73%	-$580K	0.32%	98
2021 Q3	$717K	Buy	+4,800	New	+$767K	0.88%	39
2019 Q1	–	Sell	-500	Closed	-$34K	–	282
2018 Q4	$34K	Buy	+500	New	+$37.4K	0.04%	345

Other funds holding ETN

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Enlightenment Research's ETN Position: Q1 2022 in Review

Enlightenment Research sold out of Eaton (ETN) in Q1 2022, closing a stake of 1,300 shares — an estimated $225K sold.

Enlightenment Research first reported a position in ETN in Q4 2018 and held it in 3 quarters. The position peaked at $717K in Q3 2021. 1,416 funds tracked by Wall St. Rank hold ETN as of Q1 2022.

Enlightenment Research reported no remaining Eaton position as of Q1 2022 after selling out during the quarter.
Enlightenment Research sold 1,300 Eaton shares in Q1 2022, an estimated $225K.
Enlightenment Research first reported a position in Eaton in Q4 2018 and held it in 3 quarters.
Enlightenment Research's Eaton position peaked at $717K in Q3 2021.
1,416 funds tracked by Wall St. Rank held Eaton as of Q1 2022.

Based on Enlightenment Research's 13F filing for Q1 2022, filed 13 May 2022.