Surience Private Wealth’s Eaton ETN Stock Holding History

Surience Private Wealth’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
2023 Q4	–	Sell	-8,433	Closed	-$1.8M	–	25
2023 Q3	$1.8M	Buy	+8,433	New	+$1.82M	3.48%	12

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Surience Private Wealth's ETN Position: Q4 2023 in Review

Surience Private Wealth sold out of Eaton (ETN) in Q4 2023, closing a stake of 8,433 shares — an estimated $1.8M sold.

Surience Private Wealth first reported a position in ETN in Q3 2023 and held it in 1 quarter. The position peaked at $1.8M in Q3 2023. 1,815 funds tracked by Wall St. Rank hold ETN as of Q4 2023.

Surience Private Wealth reported no remaining Eaton position as of Q4 2023 after selling out during the quarter.
Surience Private Wealth sold 8,433 Eaton shares in Q4 2023, an estimated $1.8M.
Surience Private Wealth first reported a position in Eaton in Q3 2023 and held it in 1 quarter.
Surience Private Wealth's Eaton position peaked at $1.8M in Q3 2023.
1,815 funds tracked by Wall St. Rank held Eaton as of Q4 2023.

Based on Surience Private Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.