ETN Eaton Corp PLC Common

Ownership history in J. Stern & Co. LLP  ·  9 quarters on record

AI Ownership Summary

J. Stern & Co. LLP reported Eaton Corp PLC Common (ETN) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.98% in 2024 Q1. The latest visible filing shows ETN at 5.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ETN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J. Stern & Co. LLP's position in Eaton Corp PLC Common, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ETN was reported at 5.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.98% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How J. Stern & Co. LLP held ETN — position size vs. price
% of Fund (quarterly)    ETN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 59,031,051 +58,797,600 +25186.3% 5.03% $59.0M 2026-02-14 (Est.) $388.04
2025 Q3 ADDED 233,451 +2,287 +1.0% 6.61% $87.4M 2025-11-14 $351.29
2025 Q2 ADDED 231,164 +6,866 +3.1% 6.57% $76.9M 2025-08-14 $354.00
2025 Q1 ADDED 224,298 +19,785 +9.7% 5.84% $61.0M 2025-05-14 $327.11
2024 Q4 REDUCED 204,513 -470 -0.2% 6.40% $67.9M 2025-02-14 $305.13
2024 Q3 ADDED 204,983 +6,565 +3.3% 7.24% $67.9M 2024-11-13 $364.83
2024 Q2 REDUCED 198,418 -28,805 -12.7% 7.41% $62.2M 2024-08-14 $293.58
2024 Q1 ADDED 227,223 +45,583 +25.1% 8.98% $71.0M 2024-05-15 $331.49
2023 Q4 INITIATED 181,640 8.14% $44.7M 2024-02-13 $265.54

FAQ About J. Stern & Co. LLP and ETN

These are the practical questions this page is built to answer before you even open the full history table.

How long has J. Stern & Co. LLP reported owning ETN?

J. Stern & Co. LLP reported ETN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ETN position in J. Stern & Co. LLP's portfolio?

The largest reported portfolio weight for ETN was 8.98% in 2024 Q1.

What is the latest reported ETN position on this page?

The most recent filing on this page is 2025 Q4, when J. Stern & Co. LLP reported 59,031,051 shares, equal to 5.03% of portfolio, with an estimated market value of $59.0M.

What does the chart on this ETN ownership page compare?

The chart compares J. Stern & Co. LLP's quarterly ETN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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