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Curi RMB Capital’s Eastern Bankshares EBC Stock Holding History

Curi RMB Capital’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
2021
Q3 		– Sell
-125,000
Closed -$2.57M – 447
2021
Q2 		$2.57M Hold
125,000
– – 0.09% 185
2021
Q1 		$2.41M Sell
125,000
-25,000
-17% -$435K 0.09% 174
2020
Q4 		$2.45M Buy
+150,000
New +$2.13M 0.09% 186

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Curi RMB Capital's EBC Position: Q3 2021 in Review

Curi RMB Capital sold out of Eastern Bankshares (EBC) in Q3 2021, closing a stake of 125,000 shares — an estimated $2.57M sold.

Curi RMB Capital first reported a position in EBC in Q4 2020 and held it in 3 quarters. The position peaked at $2.57M in Q2 2021. 175 funds tracked by Wall St. Rank hold EBC as of Q3 2021.

  • Curi RMB Capital reported no remaining Eastern Bankshares position as of Q3 2021 after selling out during the quarter.
  • Curi RMB Capital sold 125,000 Eastern Bankshares shares in Q3 2021, an estimated $2.57M.
  • Curi RMB Capital first reported a position in Eastern Bankshares in Q4 2020 and held it in 3 quarters.
  • Curi RMB Capital's Eastern Bankshares position peaked at $2.57M in Q2 2021.
  • 175 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2021.

Based on Curi RMB Capital's 13F filing for Q3 2021, filed 20 Oct 2021.