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Gallagher Fiduciary Advisors’s Eaton ETN Stock Holding History

Gallagher Fiduciary Advisors’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
2023
Q3 		– Sell
-4,254
Closed -$856K – 181
2023
Q2 		$856K Sell
4,254
-455
-10% -$80K 0.07% 70
2023
Q1 		$807K Buy
+4,709
New +$784K 0.07% 83

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N
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Gallagher Fiduciary Advisors's ETN Position: Q3 2023 in Review

Gallagher Fiduciary Advisors sold out of Eaton (ETN) in Q3 2023, closing a stake of 4,254 shares — an estimated $856K sold.

Gallagher Fiduciary Advisors first reported a position in ETN in Q1 2023 and held it in 2 quarters. The position peaked at $856K in Q2 2023. 1,654 funds tracked by Wall St. Rank hold ETN as of Q3 2023.

  • Gallagher Fiduciary Advisors reported no remaining Eaton position as of Q3 2023 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 4,254 Eaton shares in Q3 2023, an estimated $856K.
  • Gallagher Fiduciary Advisors first reported a position in Eaton in Q1 2023 and held it in 2 quarters.
  • Gallagher Fiduciary Advisors's Eaton position peaked at $856K in Q2 2023.
  • 1,654 funds tracked by Wall St. Rank held Eaton as of Q3 2023.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.