LMKC
ETN icon

L.M. Kohn & Company’s Eaton ETN Stock Holding History

L.M. Kohn & Company’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
2025
Q1 		– Sell
-714
Closed -$237K – 280
2024
Q4 		$237K Buy
714
+9
+1% +$3.16K 0.06% 225
2024
Q3 		$234K Buy
705
+3
+0.4% +$917 0.06% 245
2024
Q2 		$220K Sell
702
-53
-7% -$17.1K 0.06% 240
2024
Q1 		$236K Buy
+755
New +$206K 0.07% 231

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

L.M. Kohn & Company's ETN Position: Q1 2025 in Review

L.M. Kohn & Company sold out of Eaton (ETN) in Q1 2025, closing a stake of 714 shares — an estimated $237K sold.

L.M. Kohn & Company first reported a position in ETN in Q1 2024 and held it in 4 quarters. The position peaked at $237K in Q4 2024. 2,188 funds tracked by Wall St. Rank hold ETN as of Q1 2025.

  • L.M. Kohn & Company reported no remaining Eaton position as of Q1 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 714 Eaton shares in Q1 2025, an estimated $237K.
  • L.M. Kohn & Company first reported a position in Eaton in Q1 2024 and held it in 4 quarters.
  • L.M. Kohn & Company's Eaton position peaked at $237K in Q4 2024.
  • 2,188 funds tracked by Wall St. Rank held Eaton as of Q1 2025.

Based on L.M. Kohn & Company's 13F filing for Q1 2025, filed 21 Apr 2025.