Joel Greenblatt’s ETN Holdings & Trades

First Buy
Q1 2014
Duration Held
46 Quarters
Largest Add
Q4 2017
+584,166 Shares
Current Position
58,522 Shares
$21.9 M Value

Joel Greenblatt's ETN Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 58,522 shares of Eaton Corporation plc (ETN) worth $21.9 M, representing 0.10% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 46 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in ETN, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2017, adding 584,166 shares. Largest reduction occurred in Q1 2018, reducing 442,638 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Eaton Corporation plc (ETN) Holding Value Over Time

Track share changes against reported price movement

Quarterly Eaton Corporation plc (ETN) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2014 +10,317 New Buy 10,317 $75.12
Q2 2014 +28,212 Add 273.45% 38,529 $77.19
Q3 2014 +13,366 Add 34.69% 51,895 $63.38
Q4 2014 +568,381 Add 1095.25% 620,276 $67.96
Q1 2015 -193,181 Reduce 31.14% 427,095 $67.94
Q2 2015 -390,591 Reduce 91.45% 36,504 $67.50
Q3 2015 -31,724 Reduce 86.91% 4,780 $51.26
Q4 2015 +345,147 Add 7220.65% 349,927 $52.04
Q1 2016 -20,987 Reduce 6.00% 328,940 $62.56
Q2 2016 -322,145 Reduce 97.93% 6,795 $59.75
Q3 2016 +66,500 Add 978.66% 73,295 $65.71
Q4 2016 +193,644 Add 264.20% 266,939 $67.09
Q1 2017 -185,544 Reduce 69.51% 81,395 $74.14
Q2 2017 -81,395 Sold Out 0 $0.00
Q4 2017 +584,166 New Buy 584,166 $79.01
Q1 2018 -442,638 Reduce 75.77% 141,528 $79.91
Q2 2018 -141,528 Sold Out 0 $0.00
Q3 2018 +104,635 New Buy 104,635 $86.73
Q4 2018 +332,331 Add 317.61% 436,966 $68.66
Q1 2019 +47,473 Add 10.86% 484,439 $80.56
Q2 2019 -56,569 Reduce 11.68% 427,870 $83.28
Q3 2019 -85,988 Reduce 20.10% 341,882 $83.15
Q4 2019 -24,347 Reduce 7.12% 317,535 $94.72
Q1 2020 -133,866 Reduce 42.16% 183,669 $77.69
Q2 2020 -107,212 Reduce 58.37% 76,457 $87.47
Q3 2020 -38,702 Reduce 50.62% 37,755 $102.03
Q4 2020 -2,567 Reduce 6.80% 35,188 $120.13
Q1 2021 -3,572 Reduce 10.15% 31,616 $138.28
Q2 2021 -21,792 Reduce 68.93% 9,824 $148.21
Q3 2021 +21,519 Add 219.05% 31,343 $149.32
Q4 2021 +48,001 Add 153.15% 79,344 $172.82
Q1 2022 +2,539 Add 3.20% 81,883 $151.77
Q2 2022 -73,427 Reduce 89.67% 8,456 $125.95
Q3 2022 +6,096 Add 72.09% 14,552 $133.38
Q4 2022 -719 Reduce 4.94% 13,833 $156.95
Q1 2023 +18,518 Add 133.87% 32,351 $171.34
Q2 2023 +2,847 Add 8.80% 35,198 $201.10
Q3 2023 -5,196 Reduce 14.76% 30,002 $213.28
Q4 2023 -2,302 Reduce 7.67% 27,700 $240.82
Q1 2024 +11,989 Add 43.28% 39,689 $312.68
Q2 2024 -261 Reduce 0.66% 39,428 $313.55
Q3 2024 +2,168 Add 5.50% 41,596 $331.44
Q4 2024 +5,308 Add 12.76% 46,904 $331.87
Q1 2025 +6,314 Add 13.46% 53,218 $271.83
Q2 2025 +551 Add 1.04% 53,769 $356.99
Q3 2025 +4,753 Add 8.84% 58,522 $374.25

Joel Greenblatt's Eaton Corporation plc Investment FAQs

Joel Greenblatt first purchased Eaton Corporation plc (ETN) in Q1 2014, acquiring 10,317 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Eaton Corporation plc (ETN) for 46 quarters since Q1 2014.

Joel Greenblatt's largest addition to Eaton Corporation plc (ETN) was in Q4 2017, adding 584,166 shares worth $46.16 M.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 58,522 shares of Eaton Corporation plc (ETN), valued at approximately $21.9 M.

As of the Q3 2025 filing, Eaton Corporation plc (ETN) represents approximately 0.10% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Eaton Corporation plc (ETN) was 620,276 shares, as reported at the end of Q4 2014.