Concurrent Investment Advisors »

Eaton shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Eaton (ETN) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Eaton

Tip: Access up to 7 years of quarterly data

All positions including Eaton held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Eaton by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4M 19k 331.43
2024-06-30 $7.0M 22k 313.55
2024-03-31 $5.7M 18k 312.67
2023-12-31 $4.3M 18k 240.81

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Eaton

Vanguard Group
BlackRock
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Bank of America Corporation
Massachusetts Financial Services
Morgan Stanley
Geode Capital Management
Capital World Investors
Nuveen Asset Management
Jennison Associates
Northern Trust
Alliancebernstein
Raymond James & Associates

View all funds holding Eaton