Baystate Wealth Management’s Eastern Bankshares EBC Stock Holding History

Baystate Wealth 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
2023 Q4	$777K	Buy	54,729 +40,458	+283%	+$505K	0.06%	108
2023 Q3	$179K	Buy	14,271 +108	+0.8%	+$1.45K	0.01%	209
2023 Q2	$174K	Buy	14,163 +108	+0.8%	+$1.28K	0.01%	201
2023 Q1	$177K	Buy	14,055 +119	+0.9%	+$1.83K	0.02%	190
2022 Q4	$240K	Buy	13,936 +75	+0.5%	+$1.44K	0.02%	176
2022 Q3	$272K	Buy	13,861 +69	+0.5%	+$1.38K	0.03%	160
2022 Q2	$255K	Sell	13,792 -5,064	-27%	-$98.2K	0.02%	161
2022 Q1	$406K	Buy	18,856 +86	+0.5%	+$1.83K	0.04%	129
2021 Q4	$379K	Buy	18,770 +73	+0.4%	+$1.51K	0.03%	128
2021 Q3	$380K	Buy	18,697 +14,501	+346%	+$277K	0.04%	112
2021 Q2	$86K	Buy	4,196 +16	+0.4%	+$339	0.01%	221
2021 Q1	$81K	Buy	+4,180	New	+$72.7K	0.01%	216

Other funds holding EBC

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

Baystate Wealth Management's EBC Position: Q4 2023 in Review

Baystate Wealth Management increased its Eastern Bankshares (EBC) stake by 283% in Q4 2023, buying an estimated $505K and bringing the position to 54,729 shares worth $777K. The position accounts for 0.06% of the portfolio, ranked #108.

Baystate Wealth Management first reported a position in EBC in Q1 2021 and has held it in 12 quarters since. 182 funds tracked by Wall St. Rank hold EBC as of Q4 2023.

Baystate Wealth Management held 54,729 shares of Eastern Bankshares worth $777K as of Q4 2023.
Baystate Wealth Management bought 40,458 Eastern Bankshares shares in Q4 2023, an estimated $505K.
Eastern Bankshares made up 0.06% of Baystate Wealth Management's portfolio in Q4 2023, its #108 holding.
Baystate Wealth Management first reported a position in Eastern Bankshares in Q1 2021 and has held it in 12 quarters since.
182 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.