American Research & Management Company’s Eastern Bankshares EBC Stock Holding History

American Research & Management Company’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	$88K	Hold	4,500	–	–	0.02%	158
2022 Q2	$83K	Hold	4,500	–	–	0.02%	169
2022 Q1	$97K	Hold	4,500	–	–	0.02%	167
2021 Q4	$91K	Hold	4,500	–	–	0.02%	175
2021 Q3	$91K	Hold	4,500	–	–	0.02%	169
2021 Q2	$93K	Hold	4,500	–	–	0.02%	177
2021 Q1	$87K	Hold	4,500	–	–	0.02%	170
2020 Q4	$73K	Buy	+4,500	New	+$63.9K	0.02%	182

Other funds holding EBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

American Research & Management Company's EBC Position: Q3 2022 in Review

American Research & Management Company held its Eastern Bankshares (EBC) position steady in Q3 2022 at 4,500 shares worth $88K. The position accounts for 0.02% of the portfolio, ranked #158.

American Research & Management Company first reported a position in EBC in Q4 2020 and has held it in 8 quarters since. The position peaked at $97K in Q1 2022. 219 funds tracked by Wall St. Rank hold EBC as of Q3 2022.

American Research & Management Company held 4,500 shares of Eastern Bankshares worth $88K as of Q3 2022.
American Research & Management Company left its Eastern Bankshares share count unchanged in Q3 2022.
Eastern Bankshares made up 0.02% of American Research & Management Company's portfolio in Q3 2022, its #158 holding.
American Research & Management Company first reported a position in Eastern Bankshares in Q4 2020 and has held it in 8 quarters since.
American Research & Management Company's Eastern Bankshares position peaked at $97K in Q1 2022.
219 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.