Cambridge Investment Research Advisors
EBTC

Cambridge Investment Research Advisors’s Enterprise Bancorp EBTC Stock Holding History

Cambridge Investment Research Advisors’s Portfolio EBTC Stock Details EBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,890
Closed -$221K – 3442
2024
Q2 		$221K Buy
8,890
+977
+12% +$23.9K ﹤0.01% 2951
2024
Q1 		$206K Buy
7,913
+1
+0% +$28 ﹤0.01% 3002
2023
Q4 		$255K Buy
7,912
+401
+5% +$11.3K ﹤0.01% 2715
2023
Q3 		$206K Sell
7,511
-1,499
-17% -$43.8K ﹤0.01% 2789
2023
Q2 		$261K Buy
9,010
+1,447
+19% +$42.1K ﹤0.01% 2656
2023
Q1 		$238K Sell
7,563
-1,369
-15% -$47.2K ﹤0.01% 2671
2022
Q4 		$315K Hold
8,932
– – ﹤0.01% 2394
2022
Q3 		$267K Buy
8,932
+1
+0% +$32 ﹤0.01% 2462
2022
Q2 		$287K Sell
8,931
-308
-3% -$10.5K ﹤0.01% 2420
2022
Q1 		$371K Buy
9,239
+1
+0% +$41 ﹤0.01% 2364
2021
Q4 		$415K Sell
9,238
-244
-3% -$9.67K ﹤0.01% 2261
2021
Q3 		$341K Buy
9,482
+1
+0% +$33 ﹤0.01% 2358
2021
Q2 		$310K Sell
9,481
-889
-9% -$30.3K ﹤0.01% 2447
2021
Q1 		$337K Sell
10,370
-357
-3% -$10.5K ﹤0.01% 2199
2020
Q4 		$274K Buy
10,727
+1
+0% +$25 ﹤0.01% 2221
2020
Q3 		$225K Buy
10,726
+1
+0% +$22 ﹤0.01% 2163
2020
Q2 		$255K Sell
10,725
-342
-3% -$7.94K ﹤0.01% 2010
2020
Q1 		$299K Sell
11,067
-441
-4% -$13K ﹤0.01% 1687
2019
Q4 		$390K Buy
11,508
+2
+0% +$62 ﹤0.01% 1741
2019
Q3 		$345K Buy
11,506
+3
+0% +$88 ﹤0.01% 1732
2019
Q2 		$365K Buy
11,503
+2
+0% +$60 ﹤0.01% 1627
2019
Q1 		$330K Buy
11,501
+3
+0% +$93 ﹤0.01% 1749
2018
Q4 		$370K Buy
11,498
+27
+0.2% +$854 ﹤0.01% 1509
2018
Q3 		$394K Buy
11,471
+2
+0% +$73 ﹤0.01% 1601
2018
Q2 		$464K Buy
11,469
+1
+0% +$38 ﹤0.01% 1437
2018
Q1 		$405K Buy
11,468
+2
+0% +$67 ﹤0.01% 1461
2017
Q4 		$390K Buy
11,466
+50
+0.4% +$1.79K ﹤0.01% 1467
2017
Q3 		$415K Buy
11,416
+2
+0% +$68 0.01% 1347
2017
Q2 		$406K Buy
+11,414
New +$380K 0.01% 1320

Other funds holding EBTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Cambridge Investment Research Advisors's EBTC Position: Q3 2024 in Review

Cambridge Investment Research Advisors sold out of Enterprise Bancorp (EBTC) in Q3 2024, closing a stake of 8,890 shares — an estimated $221K sold.

Cambridge Investment Research Advisors first reported a position in EBTC in Q2 2017 and held it in 29 quarters. The position peaked at $464K in Q2 2018. 80 funds tracked by Wall St. Rank hold EBTC as of Q3 2024.

  • Cambridge Investment Research Advisors reported no remaining Enterprise Bancorp position as of Q3 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 8,890 Enterprise Bancorp shares in Q3 2024, an estimated $221K.
  • Cambridge Investment Research Advisors first reported a position in Enterprise Bancorp in Q2 2017 and held it in 29 quarters.
  • Cambridge Investment Research Advisors's Enterprise Bancorp position peaked at $464K in Q2 2018.
  • 80 funds tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.