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Ahrens Investment Partners’s Eastern Bankshares EBC Stock Holding History

Ahrens Investment Partners’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
-400
Closed -$7K – 369
2022
Q2 		$7K Hold
400
– – ﹤0.01% 705
2022
Q1 		$9K Sell
400
-1,000
-71% -$21.3K ﹤0.01% 750
2021
Q4 		$28K Buy
+1,400
New +$29.1K 0.01% 509
2021
Q1 		– Sell
-18,400
Closed -$300K – 219
2020
Q4 		$300K Buy
+18,400
New +$261K 0.16% 127

Other funds holding EBC

Vanguard Group
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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

Ahrens Investment Partners's EBC Position: Q3 2022 in Review

Ahrens Investment Partners sold out of Eastern Bankshares (EBC) in Q3 2022, closing a stake of 400 shares — an estimated $7K sold.

Ahrens Investment Partners first reported a position in EBC in Q4 2020 and held it in 4 quarters. The position peaked at $300K in Q4 2020. 219 funds tracked by Wall St. Rank hold EBC as of Q3 2022.

  • Ahrens Investment Partners reported no remaining Eastern Bankshares position as of Q3 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 400 Eastern Bankshares shares in Q3 2022, an estimated $7K.
  • Ahrens Investment Partners first reported a position in Eastern Bankshares in Q4 2020 and held it in 4 quarters.
  • Ahrens Investment Partners's Eastern Bankshares position peaked at $300K in Q4 2020.
  • 219 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2022.

Based on Ahrens Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.