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Lindenwold Advisors’s Eaton ETN Stock Holding History

Lindenwold Advisors’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
Q2 		– Sell
-1,150
Closed -$360K – 113
2024
Q1 		$360K Hold
1,150
– – 0.19% 85
2023
Q4 		$277K Hold
1,150
– – 0.16% 96
2023
Q3 		$245K Sell
1,150
-476
-29% -$103K 0.15% 95
2023
Q2 		$327K Hold
1,626
– – 0.2% 84
2023
Q1 		$279K Hold
1,626
– – 0.17% 96
2022
Q4 		$255K Hold
1,626
– – 0.17% 102
2022
Q3 		$217K Hold
1,626
– – 0.16% 105
2022
Q2 		$205K Hold
1,626
– – 0.15% 107
2022
Q1 		$247K Buy
+1,626
New +$255K 0.15% 104

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Lindenwold Advisors's ETN Position: Q2 2024 in Review

Lindenwold Advisors sold out of Eaton (ETN) in Q2 2024, closing a stake of 1,150 shares — an estimated $360K sold.

Lindenwold Advisors first reported a position in ETN in Q1 2022 and held it in 9 quarters. The position peaked at $360K in Q1 2024. 2,076 funds tracked by Wall St. Rank hold ETN as of Q2 2024.

  • Lindenwold Advisors reported no remaining Eaton position as of Q2 2024 after selling out during the quarter.
  • Lindenwold Advisors sold 1,150 Eaton shares in Q2 2024, an estimated $360K.
  • Lindenwold Advisors first reported a position in Eaton in Q1 2022 and held it in 9 quarters.
  • Lindenwold Advisors's Eaton position peaked at $360K in Q1 2024.
  • 2,076 funds tracked by Wall St. Rank held Eaton as of Q2 2024.

Based on Lindenwold Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.