Baystate Wealth Management’s Meridian Bancorp, Inc. EBSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,422
| Closed | -$92K | – | 1013 |
|
|
2021
Q3 | $92K | Buy |
4,422
+22
| +0.5% | +$438 | 0.01% | 228 |
|
|
2021
Q2 | $90K | Sell |
4,400
-673
| -13% | -$14K | 0.01% | 219 |
|
|
2021
Q1 | $93K | Buy |
5,073
+27
| +0.5% | +$458 | 0.01% | 201 |
|
|
2020
Q4 | $75K | Buy |
5,046
+559
| +12% | +$7.44K | 0.01% | 206 |
|
|
2020
Q3 | $46K | Buy |
4,487
+30
| +0.7% | +$340 | 0.01% | 232 |
|
|
2020
Q2 | $52K | Buy |
4,457
+339
| +8% | +$3.76K | 0.01% | 222 |
|
|
2020
Q1 | $46K | Buy |
4,118
+16
| +0.4% | +$265 | 0.01% | 199 |
|
|
2019
Q4 | $82K | Sell |
4,102
-1,977
| -33% | -$38.8K | 0.01% | 184 |
|
|
2019
Q3 | $114K | Buy |
6,079
+24
| +0.4% | +$437 | 0.02% | 146 |
|
|
2019
Q2 | $109K | Hold |
6,055
| – | – | 0.01% | 147 |
|
|
2019
Q1 | $102K | Buy |
6,055
+27
| +0.4% | +$424 | 0.01% | 147 |
|
|
2018
Q4 | $94K | Buy |
6,028
+4,030
| +202% | +$63.5K | 0.01% | 145 |
|
|
2018
Q3 | $34K | Buy |
1,998
+5
| +0.3% | +$91 | 0.01% | 240 |
|
|
2018
Q2 | $38K | Buy |
1,993
+5
| +0.3% | +$98 | 0.01% | 224 |
|
|
2018
Q1 | $40K | Hold |
1,988
| – | – | 0.01% | 213 |
|
|
2017
Q4 | $43K | Sell |
1,988
-3,821
| -66% | -$75.5K | 0.01% | 213 |
|
|
2017
Q3 | $111K | Sell |
5,809
-268
| -4% | -$4.69K | 0.02% | 114 |
|
|
2017
Q2 | $101K | Buy |
6,077
+7
| +0.1% | +$121 | 0.02% | 110 |
|
|
2017
Q1 | $110K | Buy |
6,070
+7
| +0.1% | +$131 | 0.02% | 110 |
|
|
2016
Q4 | $116K | Buy |
+6,063
| New | +$103K | 0.02% | 98 |
|
|
2014
Q2 | – | Sell |
-21,728
| Closed | -$227K | – | 53 |
|
|
2014
Q1 | $227K | Sell |
21,728
-1,095
| -5% | -$10.9K | 0.08% | 43 |
|
|
2013
Q4 | $211K | Buy |
+22,823
| New | +$209K | 0.09% | 36 |
|
|
2013
Q3 | – | Sell |
-22,823
| Closed | -$176K | – | 251 |
|
|
2013
Q2 | $176K | Buy |
+22,823
| New | +$169K | 0.09% | 39 |
|
Other funds holding EBSB
Baystate Wealth Management's EBSB Position: Q4 2021 in Review
Baystate Wealth Management sold out of Meridian Bancorp, Inc. (EBSB) in Q4 2021, closing a stake of 4,422 shares — an estimated $92K sold.
Baystate Wealth Management first reported a position in EBSB in Q2 2013 and held it in 23 quarters. The position peaked at $227K in Q1 2014. 2 funds tracked by Wall St. Rank hold EBSB as of Q4 2021.
- Baystate Wealth Management reported no remaining Meridian Bancorp, Inc. position as of Q4 2021 after selling out during the quarter.
- Baystate Wealth Management sold 4,422 Meridian Bancorp, Inc. shares in Q4 2021, an estimated $92K.
- Baystate Wealth Management first reported a position in Meridian Bancorp, Inc. in Q2 2013 and held it in 23 quarters.
- Baystate Wealth Management's Meridian Bancorp, Inc. position peaked at $227K in Q1 2014.
- 2 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q4 2021.
Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.