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Berman Capital Advisors’s Eastern Bankshares EBC Stock Holding History

Berman Capital Advisors’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
2021
Q3 		– Sell
-87
Closed -$1K – 2099
2021
Q2 		$1K Buy
87
+71
+444% +$1.5K ﹤0.01% 1723
2021
Q1 		$0 Buy
+16
New +$278 ﹤0.01% 1795

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Berman Capital Advisors's EBC Position: Q3 2021 in Review

Berman Capital Advisors sold out of Eastern Bankshares (EBC) in Q3 2021, closing a stake of 87 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in EBC in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 175 funds tracked by Wall St. Rank hold EBC as of Q3 2021.

  • Berman Capital Advisors reported no remaining Eastern Bankshares position as of Q3 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 87 Eastern Bankshares shares in Q3 2021, an estimated $1K.
  • Berman Capital Advisors first reported a position in Eastern Bankshares in Q1 2021 and held it in 2 quarters.
  • Berman Capital Advisors's Eastern Bankshares position peaked at $1K in Q2 2021.
  • 175 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.