AG
EBSB

Advisor Group’s Meridian Bancorp, Inc. EBSB Stock Holding History

Advisor Group’s Portfolio EBSB Stock Details EBSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$8K Buy
422
+5
+1% +$98 ﹤0.01% 4485
2019
Q3 		$8K Hold
417
– – ﹤0.01% 4480
2019
Q2 		$8K Sell
417
-289
-41% -$4.94K ﹤0.01% 4505
2019
Q1 		$11K Hold
706
– – ﹤0.01% 4345
2018
Q4 		$10K Buy
706
+158
+29% +$2.49K ﹤0.01% 4229
2018
Q3 		$9K Buy
548
+334
+156% +$6.1K ﹤0.01% 4358
2018
Q2 		$4K Sell
214
-30,928
-99% -$604K ﹤0.01% 4502
2018
Q1 		$627K Buy
+31,142
New +$640K 0.01% 1153

Other funds holding EBSB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Group's EBSB Position: Q4 2019 in Review

Advisor Group increased its Meridian Bancorp, Inc. (EBSB) stake by 1.2% in Q4 2019, buying an estimated $98 and bringing the position to 422 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #4485.

Advisor Group first reported a position in EBSB in Q1 2018 and has held it in 8 quarters since. The position peaked at $627K in Q1 2018. 144 funds tracked by Wall St. Rank hold EBSB as of Q4 2019.

  • Advisor Group held 422 shares of Meridian Bancorp, Inc. worth $8K as of Q4 2019.
  • Advisor Group bought 5 Meridian Bancorp, Inc. shares in Q4 2019, an estimated $98.
  • Meridian Bancorp, Inc. made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4485 holding.
  • Advisor Group first reported a position in Meridian Bancorp, Inc. in Q1 2018 and has held it in 8 quarters since.
  • Advisor Group's Meridian Bancorp, Inc. position peaked at $627K in Q1 2018.
  • 144 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.