Kovitz Investment Group Partners’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Buy |
62,098
+1,630
| +3% | +$582K | 0.09% | 185 |
|
|
2025
Q1 | $16.4M | Sell |
60,468
-1,582
| -3% | -$430K | 0.08% | 199 |
|
|
2024
Q4 | $20.6M | Buy |
62,050
+17,491
| +39% | +$5.81M | 0.1% | 169 |
|
|
2024
Q3 | $12.4M | Buy |
44,559
+6,913
| +18% | +$1.92M | 0.09% | 193 |
|
|
2024
Q2 | $11.8M | Buy |
37,646
+608
| +2% | +$191K | 0.1% | 147 |
|
|
2024
Q1 | $11.6M | Sell |
37,038
-3,262
| -8% | -$1.02M | 0.15% | 93 |
|
|
2023
Q4 | $9.71M | Sell |
40,300
-1,370
| -3% | -$330K | 0.16% | 72 |
|
|
2023
Q3 | $8.89M | Sell |
41,670
-21,493
| -34% | -$4.58M | 0.16% | 76 |
|
|
2023
Q2 | $12.7M | Sell |
63,163
-928
| -1% | -$187K | 0.19% | 57 |
|
|
2023
Q1 | $11M | Buy |
64,091
+157
| +0.2% | +$26.9K | 0.19% | 65 |
|
|
2022
Q4 | $10M | Sell |
63,934
-574
| -0.9% | -$90.1K | 0.2% | 72 |
|
|
2022
Q3 | $8.6M | Buy |
64,508
+95
| +0.1% | +$12.7K | 0.2% | 76 |
|
|
2022
Q2 | $8.12M | Sell |
64,413
-125
| -0.2% | -$15.7K | 0.18% | 86 |
|
|
2022
Q1 | $9.79M | Sell |
64,538
-19,968
| -24% | -$3.03M | 0.19% | 79 |
|
|
2021
Q4 | $10.2M | Buy |
84,506
+21,883
| +35% | +$2.63M | 0.24% | 65 |
|
|
2021
Q3 | $9.35M | Sell |
62,623
-6,895
| -10% | -$1.03M | 0.19% | 77 |
|
|
2021
Q2 | $10.3M | Sell |
69,518
-521
| -0.7% | -$77.2K | 0.2% | 70 |
|
|
2021
Q1 | $9.69M | Sell |
70,039
-14,466
| -17% | -$2M | 0.23% | 72 |
|
|
2020
Q4 | $10.2M | Sell |
84,505
-4,936
| -6% | -$593K | 0.25% | 63 |
|
|
2020
Q3 | $9.13M | Sell |
89,441
-1,533
| -2% | -$156K | 0.26% | 64 |
|
|
2020
Q2 | $7.96M | Sell |
90,974
-4,064
| -4% | -$356K | 0.25% | 66 |
|
|
2020
Q1 | $7.38M | Sell |
95,038
-11,800
| -11% | -$917K | 0.27% | 60 |
|
|
2019
Q4 | $10.1M | Sell |
106,838
-1,487
| -1% | -$141K | 0.29% | 54 |
|
|
2019
Q3 | $9.01M | Sell |
108,325
-1,375
| -1% | -$114K | 0.29% | 62 |
|
|
2019
Q2 | $9.14M | Sell |
109,700
-3,757
| -3% | -$313K | 0.29% | 55 |
|
|
2019
Q1 | $9.14M | Buy |
113,457
+693
| +0.6% | +$55.8K | 0.29% | 53 |
|
|
2018
Q4 | $7.74M | Buy |
+112,764
| New | +$7.74M | 0.31% | 53 |
|