Baldwin Wealth Partners’s Eastern Bankshares EBC Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-4,500	Closed	-$73.8K	–	458
2024 Q3	$73.8K	Hold	4,500	–	–	0.01%	463
2024 Q2	$62.9K	Hold	4,500	–	–	﹤0.01%	317
2024 Q1	$62K	Hold	4,500	–	–	﹤0.01%	343
2023 Q4	$63.9K	Hold	4,500	–	–	0.01%	343
2023 Q3	$56.4K	Hold	4,500	–	–	﹤0.01%	378
2023 Q2	$55.2K	Hold	4,500	–	–	﹤0.01%	398
2023 Q1	$56.8K	Sell	4,500 -4,000	-47%	-$61.6K	﹤0.01%	412
2022 Q4	$147K	Buy	8,500 +4,500	+113%	+$86.1K	0.01%	271
2022 Q3	$79K	Sell	4,000 -2,500	-38%	-$50K	0.01%	265
2022 Q2	$120K	Sell	6,500 -7,500	-54%	-$145K	0.02%	236
2022 Q1	$302K	Hold	14,000	–	–	0.03%	162
2021 Q4	$282K	Hold	14,000	–	–	0.03%	176
2021 Q3	$284K	Hold	14,000	–	–	0.03%	170
2021 Q2	$288K	Hold	14,000	–	–	0.03%	163
2021 Q1	$270K	Hold	14,000	–	–	0.03%	157
2020 Q4	$228K	Buy	+14,000	New	+$199K	0.03%	160

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

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

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

Baldwin Wealth Partners's EBC Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Eastern Bankshares (EBC) in Q4 2024, closing a stake of 4,500 shares — an estimated $73.8K sold.

Baldwin Wealth Partners first reported a position in EBC in Q4 2020 and held it in 16 quarters. The position peaked at $302K in Q1 2022. 245 funds tracked by Wall St. Rank hold EBC as of Q4 2024.

Baldwin Wealth Partners reported no remaining Eastern Bankshares position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 4,500 Eastern Bankshares shares in Q4 2024, an estimated $73.8K.
Baldwin Wealth Partners first reported a position in Eastern Bankshares in Q4 2020 and held it in 16 quarters.
Baldwin Wealth Partners's Eastern Bankshares position peaked at $302K in Q1 2022.
245 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.