Marvin & Palmer Associates’s Eaton ETN Stock Holding History

Marvin & Palmer Associates’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	–	Sell	-16,966	Closed	-$5.32M	–	38
2024 Q2	$5.32M	Sell	16,966 -655	-4%	-$211K	5.45%	1
2024 Q1	$5.51M	Sell	17,621 -789	-4%	-$216K	5.46%	1
2023 Q4	$4.43M	Sell	18,410 -19,426	-51%	-$4.29M	4.95%	2
2023 Q3	$8.07M	Sell	37,836 -9,014	-19%	-$1.94M	5.23%	6
2023 Q2	$9.42M	Buy	+46,850	New	+$8.24M	4.25%	14
2021 Q3	–	Sell	-75,057	Closed	-$11.1M	–	28
2021 Q2	$11.1M	Buy	75,057 +15,217	+25%	+$2.19M	4.55%	7
2021 Q1	$8.28M	Buy	+59,840	New	+$7.71M	3.68%	16
2017 Q4	–	Sell	-34,135	Closed	-$2.62M	–	45
2017 Q3	$2.62M	Sell	34,135 -26,545	-44%	-$2M	3.22%	16
2017 Q2	$4.72M	Buy	60,680 +12,860	+27%	+$980K	3.58%	12
2017 Q1	$3.55M	Buy	47,820 +11,970	+33%	+$850K	2.58%	17
2016 Q4	$2.4M	Buy	+35,850	New	+$2.35M	2.05%	22

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Marvin & Palmer Associates's ETN Position: Q3 2024 in Review

Marvin & Palmer Associates sold out of Eaton (ETN) in Q3 2024, closing a stake of 16,966 shares — an estimated $5.32M sold.

Marvin & Palmer Associates first reported a position in ETN in Q4 2016 and held it in 11 quarters. The position peaked at $11.1M in Q2 2021. 2,124 funds tracked by Wall St. Rank hold ETN as of Q3 2024.

Marvin & Palmer Associates reported no remaining Eaton position as of Q3 2024 after selling out during the quarter.
Marvin & Palmer Associates sold 16,966 Eaton shares in Q3 2024, an estimated $5.32M.
Marvin & Palmer Associates first reported a position in Eaton in Q4 2016 and held it in 11 quarters.
Marvin & Palmer Associates's Eaton position peaked at $11.1M in Q2 2021.
2,124 funds tracked by Wall St. Rank held Eaton as of Q3 2024.

Based on Marvin & Palmer Associates's 13F filing for Q3 2024, filed 13 Nov 2024.