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Birch Hill Investment Advisors’s Eastern Bankshares EBC Stock Holding History

Birch Hill Investment 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
2023
Q2 		– Sell
-583,896
Closed -$7.37M – 159
2023
Q1 		$7.37M Sell
583,896
-1,245,893
-68% -$19.2M 0.46% 43
2022
Q4 		$31.6M Buy
1,829,789
+36,187
+2% +$692K 2.01% 21
2022
Q3 		$35.2M Sell
1,793,602
-3,159
-0.2% -$63.2K 2.38% 17
2022
Q2 		$33.2M Buy
1,796,761
+28,026
+2% +$543K 2.07% 20
2022
Q1 		$38.1M Sell
1,768,735
-33,885
-2% -$722K 2.04% 20
2021
Q4 		$36.4M Sell
1,802,620
-15,230
-0.8% -$316K 1.8% 24
2021
Q3 		$36.9M Buy
1,817,850
+20,950
+1% +$401K 1.98% 19
2021
Q2 		$37M Buy
1,796,900
+25,200
+1% +$534K 1.98% 22
2021
Q1 		$34.2M Buy
1,771,700
+345,225
+24% +$6M 1.95% 23
2020
Q4 		$23.3M Buy
+1,426,475
New +$20.3M 1.39% 26

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Birch Hill Investment Advisors's EBC Position: Q2 2023 in Review

Birch Hill Investment Advisors sold out of Eastern Bankshares (EBC) in Q2 2023, closing a stake of 583,896 shares — an estimated $7.37M sold.

Birch Hill Investment Advisors first reported a position in EBC in Q4 2020 and held it in 10 quarters. The position peaked at $38.1M in Q1 2022. 179 funds tracked by Wall St. Rank hold EBC as of Q2 2023.

  • Birch Hill Investment Advisors reported no remaining Eastern Bankshares position as of Q2 2023 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 583,896 Eastern Bankshares shares in Q2 2023, an estimated $7.37M.
  • Birch Hill Investment Advisors first reported a position in Eastern Bankshares in Q4 2020 and held it in 10 quarters.
  • Birch Hill Investment Advisors's Eastern Bankshares position peaked at $38.1M in Q1 2022.
  • 179 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2023.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.