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1834 Investment Advisors’s Eastern Bankshares EBC Stock Holding History

1834 Investment Advisors’s Portfolio EBC Stock Details EBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,165
Closed -$40K – 271
2022
Q2 		$40K Hold
2,165
– – 0.01% 281
2022
Q1 		$47K Hold
2,165
– – 0.01% 253
2021
Q4 		$44K Hold
2,165
– – 0.01% 266
2021
Q3 		$44K Hold
2,165
– – 0.01% 270
2021
Q2 		$45K Hold
2,165
– – 0.01% 279
2021
Q1 		$42K Sell
2,165
-2,000
-48% -$34.8K 0.01% 277
2020
Q4 		$68K Buy
+4,165
New +$59.2K 0.01% 253

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

1834 Investment Advisors's EBC Position: Q3 2022 in Review

1834 Investment Advisors sold out of Eastern Bankshares (EBC) in Q3 2022, closing a stake of 2,165 shares — an estimated $40K sold.

1834 Investment Advisors first reported a position in EBC in Q4 2020 and held it in 7 quarters. The position peaked at $68K in Q4 2020. 219 funds tracked by Wall St. Rank hold EBC as of Q3 2022.

  • 1834 Investment Advisors reported no remaining Eastern Bankshares position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 2,165 Eastern Bankshares shares in Q3 2022, an estimated $40K.
  • 1834 Investment Advisors first reported a position in Eastern Bankshares in Q4 2020 and held it in 7 quarters.
  • 1834 Investment Advisors's Eastern Bankshares position peaked at $68K in Q4 2020.
  • 219 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.