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Disciplined Investments’s Eastern Bankshares EBC Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-17
Closed -$209 – 519
2023
Q2 		$209 Sell
17
-2
-11% -$24 ﹤0.01% 1485
2023
Q1 		$240 Buy
19
+6
+46% +$92 ﹤0.01% 1451
2022
Q4 		$224 Sell
13
-3
-19% -$57 ﹤0.01% 1414
2022
Q3 		$0 Buy
16
+4
+33% +$80 ﹤0.01% 1325
2022
Q2 		$0 Buy
12
+6
+100% +$116 ﹤0.01% 1351
2022
Q1 		$0 Buy
+6
New +$128 ﹤0.01% 1408

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

Disciplined Investments's EBC Position: Q3 2023 in Review

Disciplined Investments sold out of Eastern Bankshares (EBC) in Q3 2023, closing a stake of 17 shares — an estimated $209 sold.

Disciplined Investments first reported a position in EBC in Q1 2022 and held it in 6 quarters. The position peaked at $240 in Q1 2023. 179 funds tracked by Wall St. Rank hold EBC as of Q3 2023.

  • Disciplined Investments reported no remaining Eastern Bankshares position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 17 Eastern Bankshares shares in Q3 2023, an estimated $209.
  • Disciplined Investments first reported a position in Eastern Bankshares in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Eastern Bankshares position peaked at $240 in Q1 2023.
  • 179 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.