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CAAS Capital Management’s Eastern Bankshares EBC Stock Holding History

CAAS Capital Management’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
-18,915
Closed -$326K – 767
2022
Q4 		$326K Buy
+18,915
New +$362K 0.02% 553

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

CAAS Capital Management's EBC Position: Q1 2023 in Review

CAAS Capital Management sold out of Eastern Bankshares (EBC) in Q1 2023, closing a stake of 18,915 shares — an estimated $326K sold.

CAAS Capital Management first reported a position in EBC in Q4 2022 and held it in 1 quarter. The position peaked at $326K in Q4 2022. 203 funds tracked by Wall St. Rank hold EBC as of Q1 2023.

  • CAAS Capital Management reported no remaining Eastern Bankshares position as of Q1 2023 after selling out during the quarter.
  • CAAS Capital Management sold 18,915 Eastern Bankshares shares in Q1 2023, an estimated $326K.
  • CAAS Capital Management first reported a position in Eastern Bankshares in Q4 2022 and held it in 1 quarter.
  • CAAS Capital Management's Eastern Bankshares position peaked at $326K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2023.

Based on CAAS Capital Management's 13F filing for Q1 2023, filed 15 May 2023.