Kiwi Wealth Investments Limited Partnership’s Eaton ETN Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 Q1	–	Sell	-1,617	Closed	-$254K	–	188
2022 Q4	$254K	Buy	+1,617	New	+$248K	0.02%	200
2022 Q1	–	Sell	-71,856	Closed	-$12.4M	–	227
2021 Q4	$12.4M	Sell	71,856 -21,814	-23%	-$3.62M	0.59%	48
2021 Q3	$14M	Buy	93,670 +15,509	+20%	+$2.48M	0.71%	32
2021 Q2	$11.6M	Buy	78,161 +23,713	+44%	+$3.42M	0.6%	48
2021 Q1	$7.53M	Buy	+54,448	New	+$7.02M	0.44%	63
2018 Q4	–	Sell	-15,619	Closed	-$1.35M	–	176
2018 Q3	$1.35M	Buy	+15,619	New	+$1.28M	0.13%	154

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's ETN Position: Q1 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Eaton (ETN) in Q1 2023, closing a stake of 1,617 shares — an estimated $254K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in ETN in Q3 2018 and held it in 6 quarters. The position peaked at $14M in Q3 2021. 1,526 funds tracked by Wall St. Rank hold ETN as of Q1 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining Eaton position as of Q1 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 1,617 Eaton shares in Q1 2023, an estimated $254K.
Kiwi Wealth Investments Limited Partnership first reported a position in Eaton in Q3 2018 and held it in 6 quarters.
Kiwi Wealth Investments Limited Partnership's Eaton position peaked at $14M in Q3 2021.
1,526 funds tracked by Wall St. Rank held Eaton as of Q1 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2023, filed 16 May 2023.