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Lagoda Investment Management’s Eaton ETN Stock Holding History

Lagoda 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
2025
Q2 		– Sell
-10
Closed -$2.72K – 27
2025
Q1 		$2.72K Sell
10
-4,640
-100% -$1.44M ﹤0.01% 29
2024
Q4 		$1.54M Buy
4,650
+1,425
+44% +$500K 0.83% 20
2024
Q3 		$1.07M Buy
3,225
+1,150
+55% +$351K 0.61% 21
2024
Q2 		$651K Buy
2,075
+60
+3% +$19.4K 0.37% 25
2024
Q1 		$630K Buy
2,015
+735
+57% +$201K 0.39% 25
2023
Q4 		$308K Buy
1,280
+250
+24% +$55.2K 0.21% 29
2023
Q3 		$220K Buy
+1,030
New +$222K 0.14% 34

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 $315B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lagoda Investment Management's ETN Position: Q2 2025 in Review

Lagoda Investment Management sold out of Eaton (ETN) in Q2 2025, closing a stake of 10 shares — an estimated $2.72K sold.

Lagoda Investment Management first reported a position in ETN in Q3 2023 and held it in 7 quarters. The position peaked at $1.54M in Q4 2024. 2,322 funds tracked by Wall St. Rank hold ETN as of Q2 2025.

  • Lagoda Investment Management reported no remaining Eaton position as of Q2 2025 after selling out during the quarter.
  • Lagoda Investment Management sold 10 Eaton shares in Q2 2025, an estimated $2.72K.
  • Lagoda Investment Management first reported a position in Eaton in Q3 2023 and held it in 7 quarters.
  • Lagoda Investment Management's Eaton position peaked at $1.54M in Q4 2024.
  • 2,322 funds tracked by Wall St. Rank held Eaton as of Q2 2025.

Based on Lagoda Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.