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Aquatic Capital Management’s Eastern Bankshares EBC Stock Holding History

Aquatic Capital Management’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
Q1 		– Sell
-36,800
Closed -$523K – 1318
2023
Q4 		$523K Buy
+36,800
New +$460K 0.01% 630
2023
Q3 		– Sell
-3,400
Closed -$42K – 1346
2023
Q2 		$42K Sell
3,400
-7,000
-67% -$82.9K ﹤0.01% 1023
2023
Q1 		$131K Buy
+10,400
New +$160K 0.01% 685

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Aquatic Capital Management's EBC Position: Q1 2024 in Review

Aquatic Capital Management sold out of Eastern Bankshares (EBC) in Q1 2024, closing a stake of 36,800 shares — an estimated $523K sold.

Aquatic Capital Management first reported a position in EBC in Q1 2023 and held it in 3 quarters. The position peaked at $523K in Q4 2023. 194 funds tracked by Wall St. Rank hold EBC as of Q1 2024.

  • Aquatic Capital Management reported no remaining Eastern Bankshares position as of Q1 2024 after selling out during the quarter.
  • Aquatic Capital Management sold 36,800 Eastern Bankshares shares in Q1 2024, an estimated $523K.
  • Aquatic Capital Management first reported a position in Eastern Bankshares in Q1 2023 and held it in 3 quarters.
  • Aquatic Capital Management's Eastern Bankshares position peaked at $523K in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2024.

Based on Aquatic Capital Management's 13F filing for Q1 2024, filed 15 May 2024.