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Otter Creek Advisors’s Eaton ETN Stock Holding History

Otter Creek 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
Q4 		– Sell
-13,960
Closed -$4.63M – 38
2024
Q3 		$4.63M Buy
13,960
+260
+2% +$79.4K 2.94% 20
2024
Q2 		$4.3M Hold
13,700
– – 2.79% 18
2024
Q1 		$4.28M Buy
13,700
+4,800
+54% +$1.31M 2.54% 18
2023
Q4 		$2.14M Sell
8,900
-8,200
-48% -$1.81M 1.27% 37
2023
Q3 		$3.65M Buy
17,100
+1,100
+7% +$237K 2.8% 17
2023
Q2 		$3.22M Sell
16,000
-4,700
-23% -$827K 1.89% 20
2023
Q1 		$3.55M Buy
20,700
+2,400
+13% +$400K 2.54% 10
2022
Q4 		$2.87M Sell
18,300
-2,200
-11% -$337K 1.88% 32
2022
Q3 		$2.73M Buy
+20,500
New +$2.87M 2.22% 25
2022
Q2 		– Sell
-11,212
Closed -$1.7M – 46
2022
Q1 		$1.7M Sell
11,212
-9,488
-46% -$1.49M 0.69% 47
2021
Q4 		$3.58M Sell
20,700
-9,700
-32% -$1.61M 2.31% 24
2021
Q3 		$4.54M Buy
30,400
+400
+1% +$63.9K 2.41% 18
2021
Q2 		$4.45M Buy
+30,000
New +$4.32M 1.95% 20

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Otter Creek Advisors's ETN Position: Q4 2024 in Review

Otter Creek Advisors sold out of Eaton (ETN) in Q4 2024, closing a stake of 13,960 shares — an estimated $4.63M sold.

Otter Creek Advisors first reported a position in ETN in Q2 2021 and held it in 13 quarters. The position peaked at $4.63M in Q3 2024. 2,279 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

  • Otter Creek Advisors reported no remaining Eaton position as of Q4 2024 after selling out during the quarter.
  • Otter Creek Advisors sold 13,960 Eaton shares in Q4 2024, an estimated $4.63M.
  • Otter Creek Advisors first reported a position in Eaton in Q2 2021 and held it in 13 quarters.
  • Otter Creek Advisors's Eaton position peaked at $4.63M in Q3 2024.
  • 2,279 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

Based on Otter Creek Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.