Ellevest Inc’s Eastern Bankshares EBC Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-796	Closed	-$10K	–	707
2023 Q1	$10K	Buy	+796	New	+$12.3K	﹤0.01%	1035

Other funds holding EBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Ellevest Inc's EBC Position: Q2 2023 in Review

Ellevest Inc sold out of Eastern Bankshares (EBC) in Q2 2023, closing a stake of 796 shares — an estimated $10K sold.

Ellevest Inc first reported a position in EBC in Q1 2023 and held it in 1 quarter. The position peaked at $10K in Q1 2023. 179 funds tracked by Wall St. Rank hold EBC as of Q2 2023.

Ellevest Inc reported no remaining Eastern Bankshares position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 796 Eastern Bankshares shares in Q2 2023, an estimated $10K.
Ellevest Inc first reported a position in Eastern Bankshares in Q1 2023 and held it in 1 quarter.
Ellevest Inc's Eastern Bankshares position peaked at $10K in Q1 2023.
179 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.