Fulcrum Equity Management’s Eaton ETN Stock Holding History

Fulcrum Equity 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 Q1	–	Sell	-2,398	Closed	-$414K	–	138
2021 Q4	$414K	Sell	2,398 -203	-8%	-$33.6K	0.15%	101
2021 Q3	$388K	Sell	2,601 -106	-4%	-$16.9K	0.15%	100
2021 Q2	$401K	Buy	2,707 +453	+20%	+$65.3K	0.15%	115
2021 Q1	$312K	Buy	2,254 +111	+5%	+$14.3K	0.12%	141
2020 Q4	$257K	Sell	2,143 -174	-8%	-$19.7K	0.1%	138
2020 Q3	$236K	Sell	2,317 -1,964	-46%	-$192K	0.11%	132
2020 Q2	$374K	Buy	4,281 +784	+22%	+$64.5K	0.18%	105
2020 Q1	$272K	Sell	3,497 -1,522	-30%	-$140K	0.19%	37
2019 Q4	$475K	Sell	5,019 -99	-2%	-$8.79K	0.25%	63
2019 Q3	$426K	Buy	5,118 +186	+4%	+$15.1K	0.22%	59
2019 Q2	$390K	Buy	4,932 +1,302	+36%	+$105K	0.19%	60
2019 Q1	$292K	Sell	3,630 -10	-0.3%	-$763	0.1%	76
2018 Q4	$250K	Buy	+3,640	New	+$272K	0.09%	65

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

Fulcrum Equity Management's ETN Position: Q1 2022 in Review

Fulcrum Equity Management sold out of Eaton (ETN) in Q1 2022, closing a stake of 2,398 shares — an estimated $414K sold.

Fulcrum Equity Management first reported a position in ETN in Q4 2018 and held it in 13 quarters. The position peaked at $475K in Q4 2019. 1,416 funds tracked by Wall St. Rank hold ETN as of Q1 2022.

Fulcrum Equity Management reported no remaining Eaton position as of Q1 2022 after selling out during the quarter.
Fulcrum Equity Management sold 2,398 Eaton shares in Q1 2022, an estimated $414K.
Fulcrum Equity Management first reported a position in Eaton in Q4 2018 and held it in 13 quarters.
Fulcrum Equity Management's Eaton position peaked at $475K in Q4 2019.
1,416 funds tracked by Wall St. Rank held Eaton as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.