KIG
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Kowal Investment Group’s Eaton ETN Stock Holding History

Kowal Investment Group’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 		$1.65M Buy
4,980
+6
+0.1% +$1.83K 0.3% 51
2024
Q2 		$1.56M Buy
4,974
+6
+0.1% +$1.94K 0.31% 48
2024
Q1 		$1.55M Buy
4,968
+8
+0.2% +$2.19K 0.34% 46
2023
Q4 		$1.19M Buy
4,960
+9
+0.2% +$1.99K 0.28% 49
2023
Q3 		$1.06M Buy
4,951
+10
+0.2% +$2.16K 0.29% 52
2023
Q2 		$994K Sell
4,941
-4
-0.1% -$704 0.27% 51
2023
Q1 		$847K Sell
4,945
-246
-5% -$41K 0.24% 57
2022
Q4 		$815K Buy
5,191
+135
+3% +$20.7K 0.24% 58
2022
Q3 		$674K Buy
5,056
+15
+0.3% +$2.1K 0.23% 57
2022
Q2 		$635K Buy
5,041
+15
+0.3% +$2.1K 0.21% 53
2022
Q1 		$763K Sell
5,026
-60
-1% -$9.39K 0.23% 45
2021
Q4 		$879K Buy
5,086
+13
+0.3% +$2.15K 0.26% 36
2021
Q3 		$757K Sell
5,073
-13
-0.3% -$2.08K 0.24% 35
2021
Q2 		$754K Sell
5,086
-254
-5% -$36.6K 0.27% 35
2021
Q1 		$738K Sell
5,340
-181
-3% -$23.3K 0.3% 30
2020
Q4 		$709K Buy
+5,521
New +$624K 0.33% 31

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kowal Investment Group's ETN Position: Q3 2024 in Review

Kowal Investment Group increased its Eaton (ETN) stake by 0.12% in Q3 2024, buying an estimated $1.83K and bringing the position to 4,980 shares worth $1.65M. The position accounts for 0.3% of the portfolio, ranked #51.

Kowal Investment Group first reported a position in ETN in Q4 2020 and has held it in 16 quarters since. 2,123 funds tracked by Wall St. Rank hold ETN as of Q3 2024.

  • Kowal Investment Group held 4,980 shares of Eaton worth $1.65M as of Q3 2024.
  • Kowal Investment Group bought 6 Eaton shares in Q3 2024, an estimated $1.83K.
  • Eaton made up 0.3% of Kowal Investment Group's portfolio in Q3 2024, its #51 holding.
  • Kowal Investment Group first reported a position in Eaton in Q4 2020 and has held it in 16 quarters since.
  • 2,123 funds tracked by Wall St. Rank held Eaton as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.