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Algert Global’s Eastern Bankshares EBC Stock Holding History

Algert Global’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
2024
Q3 		– Sell
-15,985
Closed -$223K – 1287
2024
Q2 		$223K Buy
+15,985
New +$212K 0.01% 1240

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Algert Global's EBC Position: Q3 2024 in Review

Algert Global sold out of Eastern Bankshares (EBC) in Q3 2024, closing a stake of 15,985 shares — an estimated $223K sold.

Algert Global first reported a position in EBC in Q2 2024 and held it in 1 quarter. The position peaked at $223K in Q2 2024. 241 funds tracked by Wall St. Rank hold EBC as of Q3 2024.

  • Algert Global reported no remaining Eastern Bankshares position as of Q3 2024 after selling out during the quarter.
  • Algert Global sold 15,985 Eastern Bankshares shares in Q3 2024, an estimated $223K.
  • Algert Global first reported a position in Eastern Bankshares in Q2 2024 and held it in 1 quarter.
  • Algert Global's Eastern Bankshares position peaked at $223K in Q2 2024.
  • 241 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2024.

Based on Algert Global's 13F filing for Q3 2024, filed 12 Nov 2024.