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Csenge Advisory Group’s Eastern Bankshares EBC Stock Holding History

Csenge Advisory Group’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
Q2 		– Sell
-31,375
Closed -$396K – 670
2023
Q1 		$396K Sell
31,375
-1,247
-4% -$19.2K 0.03% 406
2022
Q4 		$563K Buy
32,622
+781
+2% +$14.9K 0.04% 319
2022
Q3 		$625K Sell
31,841
-43
-0.1% -$860 0.05% 287
2022
Q2 		$589K Buy
31,884
+1,247
+4% +$24.2K 0.05% 312
2022
Q1 		$660K Buy
+30,637
New +$652K 0.05% 310

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Csenge Advisory Group's EBC Position: Q2 2023 in Review

Csenge Advisory Group sold out of Eastern Bankshares (EBC) in Q2 2023, closing a stake of 31,375 shares — an estimated $396K sold.

Csenge Advisory Group first reported a position in EBC in Q1 2022 and held it in 5 quarters. The position peaked at $660K in Q1 2022. 179 funds tracked by Wall St. Rank hold EBC as of Q2 2023.

  • Csenge Advisory Group reported no remaining Eastern Bankshares position as of Q2 2023 after selling out during the quarter.
  • Csenge Advisory Group sold 31,375 Eastern Bankshares shares in Q2 2023, an estimated $396K.
  • Csenge Advisory Group first reported a position in Eastern Bankshares in Q1 2022 and held it in 5 quarters.
  • Csenge Advisory Group's Eastern Bankshares position peaked at $660K in Q1 2022.
  • 179 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2023.

Based on Csenge Advisory Group's 13F filing for Q2 2023, filed 20 Jul 2023.