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Capital Performance Advisors’s Eastern Bankshares EBC Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-52
Closed -$852 – 891
2024
Q3 		$852 Buy
+52
New +$822 ﹤0.01% 1980

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Capital Performance Advisors's EBC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Eastern Bankshares (EBC) in Q4 2024, closing a stake of 52 shares — an estimated $852 sold.

Capital Performance Advisors first reported a position in EBC in Q3 2024 and held it in 1 quarter. The position peaked at $852 in Q3 2024. 245 funds tracked by Wall St. Rank hold EBC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Eastern Bankshares position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 52 Eastern Bankshares shares in Q4 2024, an estimated $852.
  • Capital Performance Advisors first reported a position in Eastern Bankshares in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Eastern Bankshares position peaked at $852 in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.