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Equitable Trust’s Eastern Bankshares EBC Stock Holding History

Equitable Trust’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
-16,205
Closed -$280K – 401
2022
Q4 		$280K Hold
16,205
– – 0.02% 345
2022
Q3 		$318K Sell
16,205
-2,300
-12% -$46K 0.03% 300
2022
Q2 		$342K Hold
18,505
– – 0.03% 307
2022
Q1 		$399K Hold
18,505
– – 0.03% 283
2021
Q4 		$373K Hold
18,505
– – 0.02% 291
2021
Q3 		$376K Buy
18,505
+7,130
+63% +$136K 0.02% 268
2021
Q2 		$234K Buy
+11,375
New +$241K 0.02% 335

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

Equitable Trust's EBC Position: Q1 2023 in Review

Equitable Trust sold out of Eastern Bankshares (EBC) in Q1 2023, closing a stake of 16,205 shares — an estimated $280K sold.

Equitable Trust first reported a position in EBC in Q2 2021 and held it in 7 quarters. The position peaked at $399K in Q1 2022. 203 funds tracked by Wall St. Rank hold EBC as of Q1 2023.

  • Equitable Trust reported no remaining Eastern Bankshares position as of Q1 2023 after selling out during the quarter.
  • Equitable Trust sold 16,205 Eastern Bankshares shares in Q1 2023, an estimated $280K.
  • Equitable Trust first reported a position in Eastern Bankshares in Q2 2021 and held it in 7 quarters.
  • Equitable Trust's Eastern Bankshares position peaked at $399K in Q1 2022.
  • 203 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2023.

Based on Equitable Trust's 13F filing for Q1 2023, filed 2 May 2023.