Householder Group Estate & Retirement Specialist’s Eaton ETN Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$29K	Sell	90 -709	-89%	-$249K	0.02%	249
2024 Q3	$264K	Buy	799 +3	+0.4%	+$917	0.08%	205
2024 Q2	$249K	Buy	796 +49	+7%	+$15.8K	0.07%	217
2024 Q1	$234K	Sell	747 -10	-1%	-$2.73K	0.07%	224
2023 Q4	$182K	Buy	757 +93	+14%	+$20.5K	0.06%	251
2023 Q3	$142K	Buy	+664	New	+$143K	0.05%	259
2023 Q1	$113K	Buy	659 +4	+0.6%	+$666	0.04%	283
2022 Q4	$102K	Buy	655 +3	+0.5%	+$460	0.15%	73
2022 Q3	$87K	Buy	+652	New	+$91.2K	0.04%	293

Other funds holding ETN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ETN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Eaton (ETN) stake by 89% in Q4 2024, selling an estimated $249K and leaving 90 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #249.

Householder Group Estate & Retirement Specialist first reported a position in ETN in Q3 2022 and has held it in 9 quarters since. The position peaked at $264K in Q3 2024. 2,281 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

Householder Group Estate & Retirement Specialist held 90 shares of Eaton worth $29K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 709 Eaton shares in Q4 2024, an estimated $249K.
Eaton made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #249 holding.
Householder Group Estate & Retirement Specialist first reported a position in Eaton in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's Eaton position peaked at $264K in Q3 2024.
2,281 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.