AXQ Capital’s Eastern Bankshares EBC Stock Holding History

AXQ Capital’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 Q2	–	Sell	-11,099	Closed	-$153K	–	517
2024 Q1	$153K	Buy	+11,099	New	+$151K	0.04%	546

Other funds holding EBC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

AXQ Capital's EBC Position: Q2 2024 in Review

AXQ Capital sold out of Eastern Bankshares (EBC) in Q2 2024, closing a stake of 11,099 shares — an estimated $153K sold.

AXQ Capital first reported a position in EBC in Q1 2024 and held it in 1 quarter. The position peaked at $153K in Q1 2024. 194 funds tracked by Wall St. Rank hold EBC as of Q2 2024.

AXQ Capital reported no remaining Eastern Bankshares position as of Q2 2024 after selling out during the quarter.
AXQ Capital sold 11,099 Eastern Bankshares shares in Q2 2024, an estimated $153K.
AXQ Capital first reported a position in Eastern Bankshares in Q1 2024 and held it in 1 quarter.
AXQ Capital's Eastern Bankshares position peaked at $153K in Q1 2024.
194 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2024.

Based on AXQ Capital's 13F filing for Q2 2024, filed 13 Aug 2024.