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Sugarloaf Wealth Management’s Eaton ETN Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$11.6K Hold
35
– – ﹤0.01% 478
2024
Q3 		$11.6K Hold
35
– – ﹤0.01% 485
2024
Q2 		$11K Hold
35
– – ﹤0.01% 467
2024
Q1 		$10.9K Hold
35
– – ﹤0.01% 476
2023
Q4 		$8.43K Hold
35
– – ﹤0.01% 503
2023
Q3 		$7.46K Hold
35
– – ﹤0.01% 495
2023
Q2 		$7.04K Hold
35
– – ﹤0.01% 516
2023
Q1 		$6K Sell
35
-27
-44% -$4.5K ﹤0.01% 535
2022
Q4 		$9.73K Buy
62
+27
+77% +$4.14K ﹤0.01% 501
2022
Q3 		$5K Hold
35
– – ﹤0.01% 614
2022
Q2 		$36K Buy
+35
New +$4.9K 0.01% 340

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

Sugarloaf Wealth Management's ETN Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Eaton (ETN) position steady in Q4 2024 at 35 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Sugarloaf Wealth Management first reported a position in ETN in Q2 2022 and has held it in 11 quarters since. The position peaked at $36K in Q2 2022. 2,279 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

  • Sugarloaf Wealth Management held 35 shares of Eaton worth $11.6K as of Q4 2024.
  • Sugarloaf Wealth Management left its Eaton share count unchanged in Q4 2024.
  • Eaton made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #478 holding.
  • Sugarloaf Wealth Management first reported a position in Eaton in Q2 2022 and has held it in 11 quarters since.
  • Sugarloaf Wealth Management's Eaton position peaked at $36K in Q2 2022.
  • 2,279 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.