EST
EBTC

EA Series Trust’s Enterprise Bancorp EBTC Stock Holding History

EA Series Trust’s Portfolio EBTC Stock Details EBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$1.14M Buy
+39,549
New +$1.15M 0.04% 579

Other funds holding EBTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

EA Series Trust's EBTC Position: Q2 2023 in Review

EA Series Trust opened a new position in Enterprise Bancorp (EBTC) in Q2 2023: 39,549 shares worth $1.14M. The stake represents 0.04% of the portfolio and ranks #579 among its holdings.

68 funds tracked by Wall St. Rank hold EBTC as of Q2 2023.

  • EA Series Trust held 39,549 shares of Enterprise Bancorp worth $1.14M as of Q2 2023.
  • Enterprise Bancorp was a new EA Series Trust position in Q2 2023.
  • Enterprise Bancorp made up 0.04% of EA Series Trust's portfolio in Q2 2023, its #579 holding.
  • 68 funds tracked by Wall St. Rank held Enterprise Bancorp as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.