Bickling Financial Services’s Eastern Bankshares EBC Stock Holding History

Bickling Financial Services’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
2022 Q4	$345K	Hold	20,000	–	–	0.22%	78
2022 Q3	$393K	Hold	20,000	–	–	0.26%	68
2022 Q2	$369K	Hold	20,000	–	–	0.23%	81
2022 Q1	$431K	Hold	20,000	–	–	0.22%	81
2021 Q4	$403K	Hold	20,000	–	–	0.2%	84
2021 Q3	$406K	Hold	20,000	–	–	0.21%	77
2021 Q2	$411K	Hold	20,000	–	–	0.19%	79
2021 Q1	$386K	Buy	+20,000	New	+$348K	0.19%	80

Other funds holding EBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bickling Financial Services's EBC Position: Q4 2022 in Review

Bickling Financial Services held its Eastern Bankshares (EBC) position steady in Q4 2022 at 20,000 shares worth $345K. The position accounts for 0.22% of the portfolio, ranked #78.

Bickling Financial Services first reported a position in EBC in Q1 2021 and has held it in 8 quarters since. The position peaked at $431K in Q1 2022. 213 funds tracked by Wall St. Rank hold EBC as of Q4 2022.

Bickling Financial Services held 20,000 shares of Eastern Bankshares worth $345K as of Q4 2022.
Bickling Financial Services left its Eastern Bankshares share count unchanged in Q4 2022.
Eastern Bankshares made up 0.22% of Bickling Financial Services's portfolio in Q4 2022, its #78 holding.
Bickling Financial Services first reported a position in Eastern Bankshares in Q1 2021 and has held it in 8 quarters since.
Bickling Financial Services's Eastern Bankshares position peaked at $431K in Q1 2022.
213 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.