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Retirement Group’s Eaton ETN Stock Holding History

Retirement Group’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
Q1 		$938 Hold
3
– – ﹤0.01% 726
2023
Q4 		$722 Hold
3
– – ﹤0.01% 725
2023
Q3 		$640 Hold
3
– – ﹤0.01% 668
2023
Q2 		$603 Hold
3
– – ﹤0.01% 705
2023
Q1 		$1K Hold
3
– – ﹤0.01% 633
2022
Q4 		$0 Hold
3
– – ﹤0.01% 659
2022
Q3 		$0 Hold
3
– – ﹤0.01% 577
2022
Q2 		$0 Hold
3
– – ﹤0.01% 760
2022
Q1 		$0 Buy
+3
New +$470 ﹤0.01% 762

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Retirement Group's ETN Position: Q1 2024 in Review

Retirement Group held its Eaton (ETN) position steady in Q1 2024 at 3 shares worth $938. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Retirement Group first reported a position in ETN in Q1 2022 and has held it in 9 quarters since. The position peaked at $1K in Q1 2023. 2,003 funds tracked by Wall St. Rank hold ETN as of Q1 2024.

  • Retirement Group held 3 shares of Eaton worth $938 as of Q1 2024.
  • Retirement Group left its Eaton share count unchanged in Q1 2024.
  • Eaton made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #726 holding.
  • Retirement Group first reported a position in Eaton in Q1 2022 and has held it in 9 quarters since.
  • Retirement Group's Eaton position peaked at $1K in Q1 2023.
  • 2,003 funds tracked by Wall St. Rank held Eaton as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.