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GYL Financial Synergies’s Eaton ETN Stock Holding History

GYL Financial Synergies’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
2024
Q3 		$1.43M Sell
4,328
-141
-3% -$43.1K 0.11% 165
2024
Q2 		$1.4M Sell
4,469
-179
-4% -$57.8K 0.11% 161
2024
Q1 		$1.45M Sell
4,648
-475
-9% -$130K 0.11% 154
2023
Q4 		$1.23M Sell
5,123
-238
-4% -$52.5K 0.1% 169
2023
Q3 		$1.14M Buy
5,361
+204
+4% +$44K 0.11% 165
2023
Q2 		$1.04M Buy
+5,157
New +$907K 0.09% 176

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

GYL Financial Synergies's ETN Position: Q3 2024 in Review

GYL Financial Synergies reduced its Eaton (ETN) stake by 3.2% in Q3 2024, selling an estimated $43.1K and leaving 4,328 shares worth $1.43M. The position accounts for 0.11% of the portfolio, ranked #165.

GYL Financial Synergies first reported a position in ETN in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.45M in Q1 2024. 2,125 funds tracked by Wall St. Rank hold ETN as of Q3 2024.

  • GYL Financial Synergies held 4,328 shares of Eaton worth $1.43M as of Q3 2024.
  • GYL Financial Synergies sold 141 Eaton shares in Q3 2024, an estimated $43.1K.
  • Eaton made up 0.11% of GYL Financial Synergies's portfolio in Q3 2024, its #165 holding.
  • GYL Financial Synergies first reported a position in Eaton in Q2 2023 and has held it in 6 quarters since.
  • GYL Financial Synergies's Eaton position peaked at $1.45M in Q1 2024.
  • 2,125 funds tracked by Wall St. Rank held Eaton as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.