Crewe Advisors’s Eastern Bankshares EBC Stock Holding History

Crewe 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
2023 Q4	–	Sell	-10	Closed	-$126	–	495
2023 Q3	$126	Buy	+10	New	+$135	﹤0.01%	517

Other funds holding EBC

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Crewe Advisors's EBC Position: Q4 2023 in Review

Crewe Advisors sold out of Eastern Bankshares (EBC) in Q4 2023, closing a stake of 10 shares — an estimated $126 sold.

Crewe Advisors first reported a position in EBC in Q3 2023 and held it in 1 quarter. The position peaked at $126 in Q3 2023. 182 funds tracked by Wall St. Rank hold EBC as of Q4 2023.

Crewe Advisors reported no remaining Eastern Bankshares position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 10 Eastern Bankshares shares in Q4 2023, an estimated $126.
Crewe Advisors first reported a position in Eastern Bankshares in Q3 2023 and held it in 1 quarter.
Crewe Advisors's Eastern Bankshares position peaked at $126 in Q3 2023.
182 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.