CAPTRUST Financial Advisors’s Meridian Bancorp, Inc. EBSB Stock Holding History

CAPTRUST Financial Advisors’s Portfolio EBSB Stock Details EBSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10,770	Closed	-$225K	–	5078
2021 Q3	$225K	Sell	10,770 -65	-0.6%	-$1.29K	﹤0.01%	1476
2021 Q2	$223K	Hold	10,835	–	–	﹤0.01%	1439
2021 Q1	$200K	Buy	10,835 +10,651	+5,789%	+$180K	﹤0.01%	1479
2020 Q4	$3K	Hold	184	–	–	﹤0.01%	3054
2020 Q3	$2K	Buy	+184	New	+$2.08K	﹤0.01%	2837

Other funds holding EBSB

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

CAPTRUST Financial Advisors's EBSB Position: Q4 2021 in Review

CAPTRUST Financial Advisors sold out of Meridian Bancorp, Inc. (EBSB) in Q4 2021, closing a stake of 10,770 shares — an estimated $225K sold.

CAPTRUST Financial Advisors first reported a position in EBSB in Q3 2020 and held it in 5 quarters. The position peaked at $225K in Q3 2021. 2 funds tracked by Wall St. Rank hold EBSB as of Q4 2021.

CAPTRUST Financial Advisors reported no remaining Meridian Bancorp, Inc. position as of Q4 2021 after selling out during the quarter.
CAPTRUST Financial Advisors sold 10,770 Meridian Bancorp, Inc. shares in Q4 2021, an estimated $225K.
CAPTRUST Financial Advisors first reported a position in Meridian Bancorp, Inc. in Q3 2020 and held it in 5 quarters.
CAPTRUST Financial Advisors's Meridian Bancorp, Inc. position peaked at $225K in Q3 2021.
2 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q4 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.