Claris Advisors’s Eastern Bankshares EBC Stock Holding History

Claris 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	-7	Closed	-$115	–	382
2024 Q3	$115	Buy	+7	New	+$111	﹤0.01%	1113

Other funds holding EBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Claris Advisors's EBC Position: Q4 2024 in Review

Claris Advisors sold out of Eastern Bankshares (EBC) in Q4 2024, closing a stake of 7 shares — an estimated $115 sold.

Claris Advisors first reported a position in EBC in Q3 2024 and held it in 1 quarter. The position peaked at $115 in Q3 2024. 245 funds tracked by Wall St. Rank hold EBC as of Q4 2024.

Claris Advisors reported no remaining Eastern Bankshares position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 7 Eastern Bankshares shares in Q4 2024, an estimated $115.
Claris Advisors first reported a position in Eastern Bankshares in Q3 2024 and held it in 1 quarter.
Claris Advisors's Eastern Bankshares position peaked at $115 in Q3 2024.
245 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.