Envestnet Asset Management
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Envestnet Asset Management’s Eastern Bankshares EBC Stock Holding History

Envestnet Asset Management’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
Q1 		– Sell
-26,353
Closed -$455K – 4006
2022
Q4 		$455K Buy
26,353
+1,413
+6% +$27K ﹤0.01% 3150
2022
Q3 		$490K Buy
24,940
+51
+0.2% +$1.02K ﹤0.01% 3028
2022
Q2 		$459K Buy
24,889
+2,636
+12% +$51.1K ﹤0.01% 3094
2022
Q1 		$479K Buy
22,253
+5,527
+33% +$118K ﹤0.01% 3147
2021
Q4 		$337K Buy
+16,726
New +$347K ﹤0.01% 3339

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Envestnet Asset Management's EBC Position: Q1 2023 in Review

Envestnet Asset Management sold out of Eastern Bankshares (EBC) in Q1 2023, closing a stake of 26,353 shares — an estimated $455K sold.

Envestnet Asset Management first reported a position in EBC in Q4 2021 and held it in 5 quarters. The position peaked at $490K in Q3 2022. 203 funds tracked by Wall St. Rank hold EBC as of Q1 2023.

  • Envestnet Asset Management reported no remaining Eastern Bankshares position as of Q1 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 26,353 Eastern Bankshares shares in Q1 2023, an estimated $455K.
  • Envestnet Asset Management first reported a position in Eastern Bankshares in Q4 2021 and held it in 5 quarters.
  • Envestnet Asset Management's Eastern Bankshares position peaked at $490K in Q3 2022.
  • 203 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2023.

Based on Envestnet Asset Management's 13F filing for Q1 2023, filed 11 May 2023.