EB
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Eastern Bank’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Eastern Bank’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Hold
0
– – – 1107
2026
Q2 		– Hold
0
– – – 1038
2026
Q1 		– Hold
0
– – – 1071
2025
Q4 		– Hold
0
– – – 1167
2025
Q3 		– Hold
0
– – – 1010
2025
Q2 		– Hold
0
– – – 929
2025
Q1 		– Hold
0
– – – 987
2024
Q4 		– Hold
0
– – – 937
2024
Q3 		– Hold
0
– – – 918

Other funds holding CHI

KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return