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Industrial Alliance Investment Management’s Eaton ETN Stock Holding History

Industrial Alliance Investment 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
2023
Q3 		– Sell
-2,310
Closed -$465K – 64
2023
Q2 		$465K Sell
2,310
-41,160
-95% -$7.24M 0.25% 30
2023
Q1 		$7.45M Sell
43,470
-23,680
-35% -$3.94M 0.21% 97
2022
Q4 		$10.5M Buy
67,150
+7,900
+13% +$1.21M 0.29% 87
2022
Q3 		$7.9M Buy
59,250
+36,608
+162% +$5.12M 0.23% 102
2022
Q2 		$2.85M Sell
22,642
-38,837
-63% -$5.43M 0.08% 194
2022
Q1 		$9.33M Sell
61,479
-29,990
-33% -$4.69M 0.22% 105
2021
Q4 		$15.8M Buy
+91,469
New +$15.2M 0.37% 64

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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Industrial Alliance Investment Management's ETN Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Eaton (ETN) in Q3 2023, closing a stake of 2,310 shares — an estimated $465K sold.

Industrial Alliance Investment Management first reported a position in ETN in Q4 2021 and held it in 7 quarters. The position peaked at $15.8M in Q4 2021. 1,655 funds tracked by Wall St. Rank hold ETN as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining Eaton position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 2,310 Eaton shares in Q3 2023, an estimated $465K.
  • Industrial Alliance Investment Management first reported a position in Eaton in Q4 2021 and held it in 7 quarters.
  • Industrial Alliance Investment Management's Eaton position peaked at $15.8M in Q4 2021.
  • 1,655 funds tracked by Wall St. Rank held Eaton as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.