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Surevest’s Eaton ETN Stock Holding History

Surevest’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 		$7K Buy
52
+5
+11% +$700 ﹤0.01% 301
2022
Q2 		$6K Hold
47
– – ﹤0.01% 325
2022
Q1 		$7K Hold
47
– – ﹤0.01% 294
2021
Q4 		$8K Buy
+47
New +$7.79K ﹤0.01% 290

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

Surevest's ETN Position: Q3 2022 in Review

Surevest increased its Eaton (ETN) stake by 11% in Q3 2022, buying an estimated $700 and bringing the position to 52 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Surevest first reported a position in ETN in Q4 2021 and has held it in 4 quarters since. The position peaked at $8K in Q4 2021. 1,379 funds tracked by Wall St. Rank hold ETN as of Q3 2022.

  • Surevest held 52 shares of Eaton worth $7K as of Q3 2022.
  • Surevest bought 5 Eaton shares in Q3 2022, an estimated $700.
  • Eaton made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #301 holding.
  • Surevest first reported a position in Eaton in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Eaton position peaked at $8K in Q4 2021.
  • 1,379 funds tracked by Wall St. Rank held Eaton as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.