Anchor Capital Advisors’s Eastern Bankshares EBC Stock Holding History

Anchor Capital Advisors’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
2023 Q1	–	Sell	-131,941	Closed	-$2.28M	–	271
2022 Q4	$2.28M	Buy	131,941 +428	+0.3%	+$8.19K	0.06%	132
2022 Q3	$2.58M	Sell	131,513 -26,930	-17%	-$539K	0.07%	122
2022 Q2	$2.92M	Sell	158,443 -21,191	-12%	-$411K	0.07%	123
2022 Q1	$3.87M	Buy	179,634 +4,572	+3%	+$97.4K	0.08%	123
2021 Q4	$3.53M	Sell	175,062 -1,671	-0.9%	-$34.7K	0.07%	123
2021 Q3	$3.59M	Buy	176,733 +3,973	+2%	+$76K	0.07%	118
2021 Q2	$3.55M	Buy	172,760 +11,094	+7%	+$235K	0.07%	124
2021 Q1	$3.12M	Buy	+161,666	New	+$2.81M	0.07%	127

Other funds holding EBC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Anchor Capital Advisors's EBC Position: Q1 2023 in Review

Anchor Capital Advisors sold out of Eastern Bankshares (EBC) in Q1 2023, closing a stake of 131,941 shares — an estimated $2.28M sold.

Anchor Capital Advisors first reported a position in EBC in Q1 2021 and held it in 8 quarters. The position peaked at $3.87M in Q1 2022. 203 funds tracked by Wall St. Rank hold EBC as of Q1 2023.

Anchor Capital Advisors reported no remaining Eastern Bankshares position as of Q1 2023 after selling out during the quarter.
Anchor Capital Advisors sold 131,941 Eastern Bankshares shares in Q1 2023, an estimated $2.28M.
Anchor Capital Advisors first reported a position in Eastern Bankshares in Q1 2021 and held it in 8 quarters.
Anchor Capital Advisors's Eastern Bankshares position peaked at $3.87M in Q1 2022.
203 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2023.

Based on Anchor Capital Advisors's 13F filing for Q1 2023, filed 3 May 2023.