ACM
EBSB

Allred Capital Management’s Meridian Bancorp, Inc. EBSB Stock Holding History

Allred Capital Management’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
2021
Q2 		– Sell
-60
Closed -$1.1K – 846
2021
Q1 		$1.1K Buy
+60
New +$1.02K ﹤0.01% 840
2020
Q1 		– Sell
-90
Closed -$1.81K – 804
2019
Q4 		$1.81K Buy
+90
New +$1.76K ﹤0.01% 799

Other funds holding EBSB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 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 $63.9B AUM 45.56% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Allred Capital Management's EBSB Position: Q2 2021 in Review

Allred Capital Management sold out of Meridian Bancorp, Inc. (EBSB) in Q2 2021, closing a stake of 60 shares — an estimated $1.1K sold.

Allred Capital Management first reported a position in EBSB in Q4 2019 and held it in 2 quarters. The position peaked at $1.81K in Q4 2019. 137 funds tracked by Wall St. Rank hold EBSB as of Q2 2021.

  • Allred Capital Management reported no remaining Meridian Bancorp, Inc. position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 60 Meridian Bancorp, Inc. shares in Q2 2021, an estimated $1.1K.
  • Allred Capital Management first reported a position in Meridian Bancorp, Inc. in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's Meridian Bancorp, Inc. position peaked at $1.81K in Q4 2019.
  • 137 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.