Symmetry Partners, LLC ETN EATON CORP PLC USD

Ownership history in Symmetry Partners, LLC  ·  22 quarters on record

AI Ownership Summary

Symmetry Partners, LLC reported EATON CORP PLC USD (ETN) in 22 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.25% in 2024 Q1. The latest visible filing shows ETN at 0.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ETN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Symmetry Partners, LLC's position in EATON CORP PLC USD, 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 Q3

ETN was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% 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
2024 Q1 to 2025 Q3

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 Symmetry Partners, LLC held ETN — position size vs. price
% of Fund (quarterly)    ETN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 93.6% -13.9% 637 -9,254 -93.6% 0.03% $238K 2025-10-15 $378.44
2024 Q2 REDUCED 9,891 -184 -1.8% 0.16% $3.1M 2024-07-11 $320.75
2024 Q1 REDUCED 10.4% +0.2% 10,075 -1,175 -10.4% 0.25% $3.1M 2024-04-02 $306.11
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Symmetry Partners, LLC and ETN

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

How long has Symmetry Partners, LLC reported owning ETN?

Symmetry Partners, LLC reported ETN across 3 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported ETN position in Symmetry Partners, LLC's portfolio?

The largest reported portfolio weight for ETN was 0.25% in 2024 Q1.

What is the latest reported ETN position on this page?

The most recent filing on this page is 2025 Q3, when Symmetry Partners, LLC reported 637 shares, equal to 0.03% of portfolio, with an estimated market value of $238K.

What does the chart on this ETN ownership page compare?

The chart compares Symmetry Partners, LLC'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.

How well did Symmetry Partners, LLC time their ETN position?

Based on 13F filing dates vs. subsequent ETN price moves, Symmetry Partners, LLC correctly timed 7 out of 14 reported position changes (50%). The annualised alpha on ETN relative to SPY over the holding period was +27.0%.

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