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Eaton shares owned by Heritage Financial Services

Quarter-by-quarter ownership of Eaton (ETN) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in Eaton

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All positions including Eaton held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $227k 685 331.44
2024-06-30 $215k 685 313.55
2024-03-31 $217k 695 312.68
2022-06-30 $79k 631 125.20

More positions owned by Heritage Financial Services

Dimensional Etf Trust Us Core Equity 2 (DFAC)
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J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core Msci Intl (IDEV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust International (DFSI)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)

View all positions for Heritage Financial Services

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