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Perpetual Investment Management’s Eaton ETN Stock Holding History

Perpetual 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
2022
Q4 		$1.27M Buy
8,100
+1,200
+17% +$184K 0.15% 91
2022
Q3 		$920K Buy
6,900
+5,000
+263% +$700K 0.13% 112
2022
Q2 		$239K Hold
1,900
– – 0.04% 194
2022
Q1 		$288K Hold
1,900
– – 0.04% 195
2021
Q4 		$328K Hold
1,900
– – 0.04% 189
2021
Q3 		$284K Hold
1,900
– – 0.04% 185
2021
Q2 		$282K Sell
1,900
-1,400
-42% -$202K 0.04% 184
2021
Q1 		$455K Hold
3,300
– – 0.08% 135
2020
Q4 		$394K Buy
+3,300
New +$373K 0.06% 162

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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Perpetual Investment Management's ETN Position: Q4 2022 in Review

Perpetual Investment Management increased its Eaton (ETN) stake by 17% in Q4 2022, buying an estimated $184K and bringing the position to 8,100 shares worth $1.27M. The position accounts for 0.15% of the portfolio, ranked #91.

Perpetual Investment Management first reported a position in ETN in Q4 2020 and has held it in 9 quarters since. 1,486 funds tracked by Wall St. Rank hold ETN as of Q4 2022.

  • Perpetual Investment Management held 8,100 shares of Eaton worth $1.27M as of Q4 2022.
  • Perpetual Investment Management bought 1,200 Eaton shares in Q4 2022, an estimated $184K.
  • Eaton made up 0.15% of Perpetual Investment Management's portfolio in Q4 2022, its #91 holding.
  • Perpetual Investment Management first reported a position in Eaton in Q4 2020 and has held it in 9 quarters since.
  • 1,486 funds tracked by Wall St. Rank held Eaton as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.