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Boston Trust Walden’s Eastern Bankshares EBC Stock Holding History

Boston Trust Walden’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
Q1 		– Sell
-25,000
Closed -$431K – 368
2022
Q4 		$431K Hold
25,000
– – ﹤0.01% 320
2022
Q3 		$491K Hold
25,000
– – ﹤0.01% 302
2022
Q2 		$461K Hold
25,000
– – ﹤0.01% 307
2022
Q1 		$538K Sell
25,000
-2,500
-9% -$53.2K ﹤0.01% 311
2021
Q4 		$555K Buy
27,500
+2,500
+10% +$51.9K ﹤0.01% 322
2021
Q3 		$507K Hold
25,000
– – ﹤0.01% 324
2021
Q2 		$514K Buy
+25,000
New +$530K ﹤0.01% 327

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Boston Trust Walden's EBC Position: Q1 2023 in Review

Boston Trust Walden sold out of Eastern Bankshares (EBC) in Q1 2023, closing a stake of 25,000 shares — an estimated $431K sold.

Boston Trust Walden first reported a position in EBC in Q2 2021 and held it in 7 quarters. The position peaked at $555K in Q4 2021. 203 funds tracked by Wall St. Rank hold EBC as of Q1 2023.

  • Boston Trust Walden reported no remaining Eastern Bankshares position as of Q1 2023 after selling out during the quarter.
  • Boston Trust Walden sold 25,000 Eastern Bankshares shares in Q1 2023, an estimated $431K.
  • Boston Trust Walden first reported a position in Eastern Bankshares in Q2 2021 and held it in 7 quarters.
  • Boston Trust Walden's Eastern Bankshares position peaked at $555K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2023.

Based on Boston Trust Walden's 13F filing for Q1 2023, filed 19 Apr 2023.