CSPIA
EBSB

Cary Street Partners Investment Advisory’s Meridian Bancorp, Inc. EBSB Stock Holding History

Cary Street Partners Investment Advisory’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
2020
Q4 		– Sell
-1,500
Closed -$16K – 950
2020
Q3 		$16K Buy
+1,500
New +$17K ﹤0.01% 698

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State Street
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GKIM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cary Street Partners Investment Advisory's EBSB Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of Meridian Bancorp, Inc. (EBSB) in Q4 2020, closing a stake of 1,500 shares — an estimated $16K sold.

Cary Street Partners Investment Advisory first reported a position in EBSB in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 136 funds tracked by Wall St. Rank hold EBSB as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining Meridian Bancorp, Inc. position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,500 Meridian Bancorp, Inc. shares in Q4 2020, an estimated $16K.
  • Cary Street Partners Investment Advisory first reported a position in Meridian Bancorp, Inc. in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Meridian Bancorp, Inc. position peaked at $16K in Q3 2020.
  • 136 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.