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

David M. Knott’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 		$3.86M Sell
190,000
-10,000
-5% -$191K 1.4% 19
2021
Q2 		$4.11M Hold
200,000
– – 1.46% 20
2021
Q1 		$3.86M Hold
200,000
– – 1.65% 16
2020
Q4 		$3.26M Buy
+200,000
New +$2.84M 1.48% 18

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

David M. Knott's EBC Position: Q3 2021 in Review

David M. Knott reduced its Eastern Bankshares (EBC) stake by 5% in Q3 2021, selling an estimated $191K and leaving 190,000 shares worth $3.86M. The position accounts for 1.4% of the portfolio, ranked #19.

David M. Knott first reported a position in EBC in Q4 2020 and has held it in 4 quarters since. The position peaked at $4.11M in Q2 2021. 175 funds tracked by Wall St. Rank hold EBC as of Q3 2021.

  • David M. Knott held 190,000 shares of Eastern Bankshares worth $3.86M as of Q3 2021.
  • David M. Knott sold 10,000 Eastern Bankshares shares in Q3 2021, an estimated $191K.
  • Eastern Bankshares made up 1.4% of David M. Knott's portfolio in Q3 2021, its #19 holding.
  • David M. Knott first reported a position in Eastern Bankshares in Q4 2020 and has held it in 4 quarters since.
  • David M. Knott's Eastern Bankshares position peaked at $4.11M in Q2 2021.
  • 175 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2021.

Based on David M. Knott's 13F filing for Q3 2021, filed 12 Nov 2021.