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Cresset Asset Management’s Eastern Bankshares EBC Stock Holding History

Cresset Asset Management’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
Q4 		– Sell
-10,103
Closed -$127K – 1864
2023
Q3 		$127K Hold
10,103
– – ﹤0.01% 1688
2023
Q2 		$124K Buy
+10,103
New +$120K ﹤0.01% 1798

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Cresset Asset Management's EBC Position: Q4 2023 in Review

Cresset Asset Management sold out of Eastern Bankshares (EBC) in Q4 2023, closing a stake of 10,103 shares — an estimated $127K sold.

Cresset Asset Management first reported a position in EBC in Q2 2023 and held it in 2 quarters. The position peaked at $127K in Q3 2023. 182 funds tracked by Wall St. Rank hold EBC as of Q4 2023.

  • Cresset Asset Management reported no remaining Eastern Bankshares position as of Q4 2023 after selling out during the quarter.
  • Cresset Asset Management sold 10,103 Eastern Bankshares shares in Q4 2023, an estimated $127K.
  • Cresset Asset Management first reported a position in Eastern Bankshares in Q2 2023 and held it in 2 quarters.
  • Cresset Asset Management's Eastern Bankshares position peaked at $127K in Q3 2023.
  • 182 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2023.

Based on Cresset Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.