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Schechter Investment Advisors’s Eaton ETN Stock Holding History

Schechter Investment 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
2025
Q1 		$916K Sell
3,369
-52
-2% -$16.2K 0.08% 249
2024
Q4 		$1.14M Buy
3,421
+75
+2% +$26.3K 0.09% 222
2024
Q3 		$1.11M Sell
3,346
-69
-2% -$21.1K 0.08% 233
2024
Q2 		$1.07M Sell
3,415
-1,226
-26% -$396K 0.08% 224
2024
Q1 		$1.45M Sell
4,641
-282
-6% -$77.1K 0.11% 178
2023
Q4 		$1.19M Sell
4,923
-121
-2% -$26.7K 0.1% 200
2023
Q3 		$1.08M Sell
5,044
-719
-12% -$155K 0.1% 208
2023
Q2 		$1.16M Sell
5,763
-141
-2% -$24.8K 0.1% 220
2023
Q1 		$1.01M Sell
5,904
-166
-3% -$27.6K 0.09% 250
2022
Q4 		$953K Sell
6,070
-984
-14% -$151K 0.09% 306
2022
Q3 		$941K Buy
7,054
+1,438
+26% +$201K 0.09% 299
2022
Q2 		$708K Sell
5,616
-1,577
-22% -$221K 0.07% 405
2022
Q1 		$1.09M Sell
7,193
-256
-3% -$40.1K 0.1% 274
2021
Q4 		$1.29M Buy
+7,449
New +$1.23M 0.12% 227

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Schechter Investment Advisors's ETN Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Eaton (ETN) stake by 1.5% in Q1 2025, selling an estimated $16.2K and leaving 3,369 shares worth $916K. The position accounts for 0.08% of the portfolio, ranked #249.

Schechter Investment Advisors first reported a position in ETN in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.45M in Q1 2024. 2,188 funds tracked by Wall St. Rank hold ETN as of Q1 2025.

  • Schechter Investment Advisors held 3,369 shares of Eaton worth $916K as of Q1 2025.
  • Schechter Investment Advisors sold 52 Eaton shares in Q1 2025, an estimated $16.2K.
  • Eaton made up 0.08% of Schechter Investment Advisors's portfolio in Q1 2025, its #249 holding.
  • Schechter Investment Advisors first reported a position in Eaton in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Eaton position peaked at $1.45M in Q1 2024.
  • 2,188 funds tracked by Wall St. Rank held Eaton as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.