ZIM
Zacks Investment Management’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Buy |
6,731
+93
| +1% | +$33.2K | 0.02% | 303 |
|
|
2025
Q1 | $1.8M | Sell |
6,638
-7
| -0.1% | -$1.9K | 0.02% | 337 |
|
|
2024
Q4 | $2.21M | Buy |
6,645
+129
| +2% | +$42.8K | 0.02% | 319 |
|
|
2024
Q3 | $2.16M | Buy |
6,516
+2,982
| +84% | +$988K | 0.02% | 329 |
|
|
2024
Q2 | $1.11M | Buy |
3,534
+230
| +7% | +$72.1K | 0.01% | 357 |
|
|
2024
Q1 | $1.03M | Buy |
3,304
+462
| +16% | +$144K | 0.01% | 399 |
|
|
2023
Q4 | $684K | Buy |
+2,842
| New | +$684K | 0.01% | 424 |
|
|
2023
Q2 | – | Sell |
-2,938
| Closed | -$503K | – | 665 |
|
|
2023
Q1 | $503K | Buy |
2,938
+204
| +7% | +$34.9K | 0.01% | 451 |
|
|
2022
Q4 | $429K | Sell |
2,734
-455
| -14% | -$71.4K | 0.01% | 457 |
|
|
2022
Q3 | $425K | Buy |
+3,189
| New | +$425K | 0.01% | 443 |
|
|
2022
Q2 | – | Sell |
-3,243
| Closed | -$492K | – | 588 |
|
|
2022
Q1 | $492K | Buy |
3,243
+27
| +0.8% | +$4.1K | 0.01% | 444 |
|
|
2021
Q4 | $556K | Buy |
3,216
+212
| +7% | +$36.7K | 0.01% | 444 |
|
|
2021
Q3 | $449K | Sell |
3,004
-19
| -0.6% | -$2.84K | 0.01% | 467 |
|
|
2021
Q2 | $448K | Buy |
3,023
+103
| +4% | +$15.3K | 0.01% | 468 |
|
|
2021
Q1 | $404K | Sell |
2,920
-11
| -0.4% | -$1.52K | 0.01% | 436 |
|
|
2020
Q4 | $352K | Buy |
2,931
+11
| +0.4% | +$1.32K | 0.01% | 451 |
|
|
2020
Q3 | $298K | Hold |
2,920
| – | – | 0.01% | 457 |
|
|
2020
Q2 | $255K | Buy |
+2,920
| New | +$255K | 0.01% | 459 |
|
|
2020
Q1 | – | Sell |
-2,229
| Closed | -$211K | – | 528 |
|
|
2019
Q4 | $211K | Buy |
+2,229
| New | +$211K | ﹤0.01% | 514 |
|
|
2018
Q3 | – | Sell |
-621,010
| Closed | -$46.4M | – | 547 |
|
|
2018
Q2 | $46.4M | Buy |
621,010
+5,443
| +0.9% | +$407K | 1.01% | 25 |
|
|
2018
Q1 | $49.2M | Buy |
615,567
+3,688
| +0.6% | +$295K | 1.09% | 23 |
|
|
2017
Q4 | $48.3M | Buy |
611,879
+5,023
| +0.8% | +$397K | 1.05% | 26 |
|
|
2017
Q3 | $46.6M | Buy |
606,856
+1,339
| +0.2% | +$103K | 1.09% | 27 |
|
|
2017
Q2 | $47.1M | Buy |
605,517
+13,642
| +2% | +$1.06M | 1.17% | 24 |
|
|
2017
Q1 | $43.9M | Buy |
591,875
+71,634
| +14% | +$5.31M | 1.12% | 26 |
|
|
2016
Q4 | $34.9M | Sell |
520,241
-13,807
| -3% | -$926K | 1% | 27 |
|
|
2016
Q3 | $35.1M | Buy |
534,048
+44,704
| +9% | +$2.94M | 0.99% | 28 |
|
|
2016
Q2 | $29.2M | Buy |
489,344
+18,326
| +4% | +$1.09M | 0.89% | 28 |
|
|
2016
Q1 | $29.5M | Buy |
471,018
+62,658
| +15% | +$3.92M | 0.93% | 28 |
|
|
2015
Q4 | $21.3M | Buy |
408,360
+197,363
| +94% | +$10.3M | 0.69% | 42 |
|
|
2015
Q3 | $10.8M | Sell |
210,997
-5,884
| -3% | -$302K | 0.38% | 84 |
|
|
2015
Q2 | $14.6M | Sell |
216,881
-3,183
| -1% | -$215K | 0.46% | 78 |
|
|
2015
Q1 | $15M | Buy |
220,064
+14,752
| +7% | +$1M | 0.47% | 73 |
|
|
2014
Q4 | $14M | Buy |
205,312
+10,258
| +5% | +$697K | 0.45% | 77 |
|
|
2014
Q3 | $12.3M | Buy |
195,054
+142,848
| +274% | +$9.04M | 0.43% | 80 |
|
|
2014
Q2 | $4.04M | Sell |
52,206
-119,439
| -70% | -$9.23M | 0.14% | 146 |
|
|
2014
Q1 | $12.9M | Buy |
171,645
+13,177
| +8% | +$990K | 0.48% | 72 |
|
|
2013
Q4 | $12.1M | Buy |
158,468
+11,270
| +8% | +$858K | 0.48% | 78 |
|
|
2013
Q3 | $10.1M | Buy |
147,198
+9,439
| +7% | +$650K | 0.44% | 89 |
|
|
2013
Q2 | $9.07M | Buy |
+137,759
| New | +$9.07M | 0.42% | 94 |
|