CT
EBTC

Cambridge Trust’s Enterprise Bancorp EBTC Stock Holding History

Cambridge Trust’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
2022
Q3 		– Sell
-400
Closed -$13K – 857
2022
Q2 		$13K Hold
400
– – ﹤0.01% 653
2022
Q1 		$16K Hold
400
– – ﹤0.01% 690
2021
Q4 		$18K Buy
+400
New +$15.9K ﹤0.01% 706

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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cambridge Trust's EBTC Position: Q3 2022 in Review

Cambridge Trust sold out of Enterprise Bancorp (EBTC) in Q3 2022, closing a stake of 400 shares — an estimated $13K sold.

Cambridge Trust first reported a position in EBTC in Q4 2021 and held it in 3 quarters. The position peaked at $18K in Q4 2021. 62 funds tracked by Wall St. Rank hold EBTC as of Q3 2022.

  • Cambridge Trust reported no remaining Enterprise Bancorp position as of Q3 2022 after selling out during the quarter.
  • Cambridge Trust sold 400 Enterprise Bancorp shares in Q3 2022, an estimated $13K.
  • Cambridge Trust first reported a position in Enterprise Bancorp in Q4 2021 and held it in 3 quarters.
  • Cambridge Trust's Enterprise Bancorp position peaked at $18K in Q4 2021.
  • 62 funds tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2022.

Based on Cambridge Trust's 13F filing for Q3 2022, filed 8 Nov 2022.