David M. Knott Jr’s Eastern Bankshares EBC Stock Holding History

David M. Knott Jr’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
2026 Q1	$97.8K	Hold	5,000	–	–	0.06%	66
2025 Q4	$92.2K	Hold	5,000	–	–	0.04%	69
2025 Q3	$90.8K	Hold	5,000	–	–	0.04%	69
2025 Q2	$76.3K	Hold	5,000	–	–	0.03%	65
2025 Q1	$82K	Hold	5,000	–	–	0.04%	62
2024 Q4	$86.3K	Hold	5,000	–	–	0.03%	60
2024 Q3	$82K	Hold	5,000	–	–	0.03%	67
2024 Q2	$70K	Hold	5,000	–	–	0.03%	71
2024 Q1	$69K	Hold	5,000	–	–	0.02%	76
2023 Q4	$71K	Hold	5,000	–	–	0.03%	67
2023 Q3	$63K	Hold	5,000	–	–	0.02%	78
2023 Q2	$61K	Hold	5,000	–	–	0.02%	79
2023 Q1	$63K	Buy	+5,000	New	+$77K	0.02%	78
2022 Q2	–	Sell	-190,000	Closed	-$4.09M	–	190
2022 Q1	$4.09M	Hold	190,000	–	–	1.3%	20
2021 Q4	$3.83M	Buy	+190,000	New	+$3.94M	1.33%	19

Other funds holding EBC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

T. Rowe Price Investment Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

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

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Jennison Associates

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

Wellington Management Group

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