Capital Research Global Investors
EBC icon

Capital Research Global Investors’s Eastern Bankshares EBC Stock Holding History

Capital Research Global Investors’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
-4,010,414
Closed -$69.2M – 432
2022
Q4 		$69.2M Buy
4,010,414
+464,974
+13% +$8.89M 0.02% 303
2022
Q3 		$69.6M Buy
3,545,440
+649,276
+22% +$13M 0.02% 291
2022
Q2 		$53.5M Hold
2,896,164
– – 0.02% 323
2022
Q1 		$62.4M Buy
+2,896,164
New +$61.7M 0.02% 346

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 $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors's EBC Position: Q1 2023 in Review

Capital Research Global Investors sold out of Eastern Bankshares (EBC) in Q1 2023, closing a stake of 4,010,414 shares — an estimated $69.2M sold.

Capital Research Global Investors first reported a position in EBC in Q1 2022 and held it in 4 quarters. The position peaked at $69.6M in Q3 2022. 203 funds tracked by Wall St. Rank hold EBC as of Q1 2023.

  • Capital Research Global Investors reported no remaining Eastern Bankshares position as of Q1 2023 after selling out during the quarter.
  • Capital Research Global Investors sold 4,010,414 Eastern Bankshares shares in Q1 2023, an estimated $69.2M.
  • Capital Research Global Investors first reported a position in Eastern Bankshares in Q1 2022 and held it in 4 quarters.
  • Capital Research Global Investors's Eastern Bankshares position peaked at $69.6M in Q3 2022.
  • 203 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2023.

Based on Capital Research Global Investors's 13F filing for Q1 2023, filed 15 May 2023.