Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-272,608
Closed -$97.3M 1463
2025
Q2
$97.3M Buy
272,608
+15,971
+6% +$4.92M 1.17% 16
2025
Q1
$69.8M Buy
256,637
+2,904
+1% +$904K 0.97% 19
2024
Q4
$84.2M Buy
253,733
+1,011
+0.4% +$355K 1.11% 14
2024
Q3
$83.8M Buy
252,722
+4,444
+2% +$1.36M 1.12% 15
2024
Q2
$77.8M Buy
248,278
+5,880
+2% +$1.9M 1.1% 16
2024
Q1
$75.8M Buy
242,398
+5,202
+2% +$1.42M 1.11% 17
2023
Q4
$57.1M Buy
237,196
+1,297
+0.5% +$286K 0.93% 20
2023
Q3
$50.3M Buy
235,899
+3,805
+2% +$820K 0.89% 20
2023
Q2
$46.7M Sell
232,094
-4,622
-2% -$813K 0.81% 25
2023
Q1
$40.6M Buy
236,716
+431
+0.2% +$71.7K 0.74% 30
2022
Q4
$37.1M Buy
236,285
+1,334
+0.6% +$205K 0.72% 34
2022
Q3
$31.3M Buy
234,951
+4,776
+2% +$668K 0.66% 36
2022
Q2
$29M Buy
230,175
+846
+0.4% +$118K 0.59% 39
2022
Q1
$34.8M Sell
229,329
-854
-0.4% -$134K 0.59% 39
2021
Q4
$39.8M Buy
230,183
+4,177
+2% +$692K 0.65% 37
2021
Q3
$33.7M Buy
226,006
+167
+0.1% +$26.7K 0.61% 37
2021
Q2
$33.5M Buy
225,839
+14,730
+7% +$2.12M 0.6% 37
2021
Q1
$29.2M Buy
211,109
+7,240
+4% +$933K 0.57% 40
2020
Q4
$24.5M Buy
203,869
+5,937
+3% +$671K 0.52% 45
2020
Q3
$20.2M Buy
197,932
+1,697
+0.9% +$166K 0.48% 52
2020
Q2
$17.2M Buy
196,235
+12,983
+7% +$1.07M 0.48% 54
2020
Q1
$14.2M Sell
183,252
-3,883
-2% -$356K 0.46% 55
2019
Q4
$17.7M Buy
187,135
+402
+0.2% +$35.7K 0.47% 54
2019
Q3
$15.5M Buy
186,733
+950
+0.5% +$77K 0.44% 52
2019
Q2
$15.5M Buy
185,783
+498
+0.3% +$40.3K 0.45% 56
2019
Q1
$14.9M Sell
185,285
-1,842
-1% -$140K 0.46% 55
2018
Q4
$12.8M Buy
187,127
+1,532
+0.8% +$115K 0.44% 58
2018
Q3
$16.1M Sell
185,595
-2,089
-1% -$171K 0.5% 46
2018
Q2
$14M Buy
187,684
+498
+0.3% +$38.5K 0.46% 56
2018
Q1
$15M Buy
187,186
+4,848
+3% +$398K 0.5% 46
2017
Q4
$14.4M Sell
182,338
-9,694
-5% -$754K 0.5% 54
2017
Q3
$14.7M Buy
192,032
+8,275
+5% +$625K 0.54% 49
2017
Q2
$14.3M Buy
183,757
+2,145
+1% +$163K 0.55% 44
2017
Q1
$13.5M Sell
181,612
-2,971
-2% -$211K 0.54% 48
2016
Q4
$12.4M Sell
184,583
-1,799
-1% -$118K 0.53% 51
2016
Q3
$12.2M Sell
186,382
-583
-0.3% -$37.7K 0.53% 54
2016
Q2
$11.2M Buy
186,965
+12,771
+7% +$784K 0.49% 53
2016
Q1
$10.9M Buy
174,194
+273
+0.2% +$15.1K 0.48% 58
2015
Q4
$9.05M Sell
173,921
-35,800
-17% -$1.94M 0.41% 66
2015
Q3
$10.8M Buy
209,721
+6,595
+3% +$389K 0.52% 53
2015
Q2
$13.7M Buy
203,126
+14,909
+8% +$1.05M 0.61% 43
2015
Q1
$12.8M Buy
188,217
+11,859
+7% +$806K 0.59% 43
2014
Q4
$12M Buy
176,358
+2,608
+2% +$172K 0.57% 45
2014
Q3
$11M Buy
173,750
+6,799
+4% +$482K 0.54% 49
2014
Q2
$12.9M Buy
166,951
+4,887
+3% +$363K 0.64% 43
2014
Q1
$12.2M Buy
162,064
+69,788
+76% +$5.14M 0.62% 47
2013
Q4
$7.02M Sell
92,276
-8,155
-8% -$580K 0.36% 79
2013
Q3
$6.91M Buy
100,431
+1,193
+1% +$80.1K 0.37% 78
2013
Q2
$6.53M Buy
+99,238
New +$6.26M 0.37% 78

Other funds holding ETN

Whittier Trust's ETN Position: Q3 2025 in Review

Whittier Trust sold out of Eaton (ETN) in Q3 2025, closing a stake of 272,608 shares — an estimated $97.3M sold.

Whittier Trust first reported a position in ETN in Q2 2013 and held it in 49 quarters. The position peaked at $97.3M in Q2 2025. 2,383 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

  • Whittier Trust reported no remaining Eaton position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 272,608 Eaton shares in Q3 2025, an estimated $97.3M.
  • Whittier Trust first reported a position in Eaton in Q2 2013 and held it in 49 quarters.
  • Whittier Trust's Eaton position peaked at $97.3M in Q2 2025.
  • 2,383 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.