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Emerald Advisers’s Eastern Bankshares EBC Stock Holding History

Emerald Advisers’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
2022
Q2 		– Sell
-468,032
Closed -$10.1M – 255
2022
Q1 		$10.1M Sell
468,032
-1,478,122
-76% -$31.5M 0.38% 96
2021
Q4 		$39.3M Sell
1,946,154
-78,998
-4% -$1.64M 1.45% 14
2021
Q3 		$41.1M Buy
2,025,152
+68,781
+4% +$1.32M 1.49% 12
2021
Q2 		$40.2M Sell
1,956,371
-145,590
-7% -$3.09M 1.47% 12
2021
Q1 		$40.5M Buy
2,101,961
+348,505
+20% +$6.06M 1.46% 12
2020
Q4 		$28.6M Buy
+1,753,456
New +$24.9M 0.95% 35

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Emerald Advisers's EBC Position: Q2 2022 in Review

Emerald Advisers sold out of Eastern Bankshares (EBC) in Q2 2022, closing a stake of 468,032 shares — an estimated $10.1M sold.

Emerald Advisers first reported a position in EBC in Q4 2020 and held it in 6 quarters. The position peaked at $41.1M in Q3 2021. 213 funds tracked by Wall St. Rank hold EBC as of Q2 2022.

  • Emerald Advisers reported no remaining Eastern Bankshares position as of Q2 2022 after selling out during the quarter.
  • Emerald Advisers sold 468,032 Eastern Bankshares shares in Q2 2022, an estimated $10.1M.
  • Emerald Advisers first reported a position in Eastern Bankshares in Q4 2020 and held it in 6 quarters.
  • Emerald Advisers's Eastern Bankshares position peaked at $41.1M in Q3 2021.
  • 213 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2022.

Based on Emerald Advisers's 13F filing for Q2 2022, filed 29 Jul 2022.