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Sadoff Investment Management’s Eaton ETN Stock Holding History

Sadoff 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
Q3 		$24.5M Sell
183,717
-4,176
-2% -$584K 1.91% 21
2022
Q2 		$23.7M Sell
187,893
-543
-0.3% -$76K 1.78% 25
2022
Q1 		$28.6M Sell
188,436
-636
-0.3% -$99.6K 1.82% 26
2021
Q4 		$32.7M Buy
189,072
+602
+0.3% +$99.8K 1.91% 24
2021
Q3 		$28.1M Sell
188,470
-1,825
-1% -$292K 1.9% 26
2021
Q2 		$28.2M Sell
190,295
-850
-0.4% -$123K 1.88% 25
2021
Q1 		$26.4M Sell
191,145
-395
-0.2% -$50.9K 1.85% 25
2020
Q4 		$23M Buy
+191,540
New +$21.6M 1.81% 24

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sadoff Investment Management's ETN Position: Q3 2022 in Review

Sadoff Investment Management reduced its Eaton (ETN) stake by 2.2% in Q3 2022, selling an estimated $584K and leaving 183,717 shares worth $24.5M. The position accounts for 1.91% of the portfolio, ranked #21.

Sadoff Investment Management first reported a position in ETN in Q4 2020 and has held it in 8 quarters since. The position peaked at $32.7M in Q4 2021. 1,380 funds tracked by Wall St. Rank hold ETN as of Q3 2022.

  • Sadoff Investment Management held 183,717 shares of Eaton worth $24.5M as of Q3 2022.
  • Sadoff Investment Management sold 4,176 Eaton shares in Q3 2022, an estimated $584K.
  • Eaton made up 1.91% of Sadoff Investment Management's portfolio in Q3 2022, its #21 holding.
  • Sadoff Investment Management first reported a position in Eaton in Q4 2020 and has held it in 8 quarters since.
  • Sadoff Investment Management's Eaton position peaked at $32.7M in Q4 2021.
  • 1,380 funds tracked by Wall St. Rank held Eaton as of Q3 2022.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.