NMM
ETN icon

Naples Money Management’s Eaton ETN Stock Holding History

Naples Money 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
2024
Q3 		$49.4K Buy
149
+20
+16% +$6.11K 0.04% 90
2024
Q2 		$40.3K Buy
129
+31
+32% +$10K 0.03% 93
2024
Q1 		$30.6K Sell
98
-11,100
-99% -$3.03M 0.03% 109
2023
Q4 		$2.7M Buy
+11,198
New +$2.47M 2.52% 11

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Naples Money Management's ETN Position: Q3 2024 in Review

Naples Money Management increased its Eaton (ETN) stake by 16% in Q3 2024, buying an estimated $6.11K and bringing the position to 149 shares worth $49.4K. The position accounts for 0.04% of the portfolio, ranked #90.

Naples Money Management first reported a position in ETN in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.7M in Q4 2023. 2,125 funds tracked by Wall St. Rank hold ETN as of Q3 2024.

  • Naples Money Management held 149 shares of Eaton worth $49.4K as of Q3 2024.
  • Naples Money Management bought 20 Eaton shares in Q3 2024, an estimated $6.11K.
  • Eaton made up 0.04% of Naples Money Management's portfolio in Q3 2024, its #90 holding.
  • Naples Money Management first reported a position in Eaton in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Eaton position peaked at $2.7M in Q4 2023.
  • 2,125 funds tracked by Wall St. Rank held Eaton as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.