A detailed history of Evercore Wealth Management, LLC transactions in Eaton Corp PLC stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 3,627 shares of ETN stock, worth $1.25 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,627
Previous 3,657 0.82%
Holding current value
$1.25 Million
Previous $1.14 Million 0.52%
% of portfolio
0.02%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$303.02 - $340.89 $9,090 - $10,226
-30 Reduced 0.82%
3,627 $1.14 Million
Q1 2024

May 15, 2024

SELL
$233.1 - $316.58 $5,128 - $6,964
-22 Reduced 0.6%
3,657 $1.14 Million
Q4 2023

Feb 14, 2024

SELL
$193.99 - $240.82 $14,549 - $18,061
-75 Reduced 2.0%
3,679 $885,000
Q3 2023

Nov 14, 2023

BUY
$197.75 - $238.04 $194,190 - $233,755
982 Added 35.43%
3,754 $800,000
Q2 2023

Aug 04, 2023

BUY
$156.25 - $201.1 $154,062 - $198,284
986 Added 55.21%
2,772 $557,000
Q1 2023

May 15, 2023

BUY
$151.86 - $177.55 $11,389 - $13,316
75 Added 4.38%
1,786 $306,000
Q4 2022

Feb 14, 2023

BUY
$134.31 - $166.52 $229,804 - $284,915
1,711 New
1,711 $268,000
Q1 2022

May 16, 2022

SELL
$145.79 - $171.46 $214,019 - $251,703
-1,468 Closed
0 $0
Q4 2021

Feb 14, 2022

SELL
$148.36 - $174.66 $13,797 - $16,243
-93 Reduced 5.96%
1,468 $254,000
Q3 2021

Nov 15, 2021

SELL
$149.19 - $170.21 $29,838 - $34,042
-200 Reduced 11.36%
1,561 $233,000
Q2 2021

Aug 16, 2021

SELL
$138.46 - $148.51 $21,738 - $23,316
-157 Reduced 8.19%
1,761 $261,000
Q1 2021

May 17, 2021

SELL
$114.86 - $140.77 $34,228 - $41,949
-298 Reduced 13.45%
1,918 $265,000
Q4 2020

Feb 16, 2021

BUY
$100.59 - $123.25 $222,907 - $273,122
2,216 New
2,216 $266,000
Q1 2020

May 14, 2020

SELL
$57.77 - $105.1 $147,660 - $268,635
-2,556 Closed
0 $0
Q4 2019

Feb 13, 2020

SELL
$76.25 - $95.13 $32,711 - $40,810
-429 Reduced 14.37%
2,556 $242,000
Q3 2019

Nov 14, 2019

BUY
$75.19 - $88.03 $12,932 - $15,141
172 Added 6.11%
2,985 $248,000
Q2 2019

Aug 13, 2019

BUY
$74.49 - $85.59 $209,540 - $240,764
2,813 New
2,813 $234,000
Q1 2018

May 15, 2018

SELL
$78.18 - $87.86 $144,945 - $162,892
-1,854 Closed
0 $0
Q4 2017

Feb 13, 2018

SELL
$74.95 - $81.51 $3,147 - $3,423
-42 Reduced 2.22%
1,854 $146,000
Q3 2017

Nov 13, 2017

BUY
$70.44 - $78.25 $133,554 - $148,362
1,896
1,896 $146,000

Others Institutions Holding ETN

About Eaton Corp plc


  • Ticker ETN
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 398,300,000
  • Market Cap $138B
  • Description
  • Eaton Corporation plc operates as a power management company worldwide. The company's Electrical Americas and Electrical Global segment provides electrical components, industrial components, power distribution and assemblies, residential products, single and three phase power quality and connectivity products, wiring devices, circuit protection ...
More about ETN
Track This Portfolio

Track Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.