Fidelity Investments’s Enterprise Bancorp EBTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-494
| Closed | -$19.6K | – | 5434 |
|
|
2025
Q2 | $19.6K | Buy |
494
+5
| +1% | +$191 | ﹤0.01% | 4293 |
|
|
2025
Q1 | $19.1K | Buy |
489
+68
| +16% | +$2.79K | ﹤0.01% | 4241 |
|
|
2024
Q4 | $16.7K | Sell |
421
-84
| -17% | -$3.02K | ﹤0.01% | 4258 |
|
|
2024
Q3 | $16.1K | Sell |
505
-233
| -32% | -$6.68K | ﹤0.01% | 4267 |
|
|
2024
Q2 | $18.4K | Buy |
738
+450
| +156% | +$11K | ﹤0.01% | 4100 |
|
|
2024
Q1 | $7.49K | Buy |
288
+121
| +72% | +$3.35K | ﹤0.01% | 4375 |
|
|
2023
Q4 | $5.4K | Sell |
167
-55
| -25% | -$1.54K | ﹤0.01% | 4423 |
|
|
2023
Q3 | $6.09K | Sell |
222
-270
| -55% | -$7.9K | ﹤0.01% | 4286 |
|
|
2023
Q2 | $14.3K | Sell |
492
-51
| -9% | -$1.48K | ﹤0.01% | 4012 |
|
|
2023
Q1 | $17.1K | Buy |
543
+338
| +165% | +$11.7K | ﹤0.01% | 3909 |
|
|
2022
Q4 | $7.24K | Sell |
205
-4,934
| -96% | -$163K | ﹤0.01% | 4129 |
|
|
2022
Q3 | $154K | Sell |
5,139
-190
| -4% | -$6.11K | ﹤0.01% | 3125 |
|
|
2022
Q2 | $171K | Buy |
5,329
+30
| +0.6% | +$1.02K | ﹤0.01% | 3161 |
|
|
2022
Q1 | $213K | Buy |
5,299
+32
| +0.6% | +$1.3K | ﹤0.01% | 3239 |
|
|
2021
Q4 | $237K | Hold |
5,267
| – | – | ﹤0.01% | 2923 |
|
|
2021
Q3 | $189K | Sell |
5,267
-64
| -1% | -$2.14K | ﹤0.01% | 2961 |
|
|
2021
Q2 | $175K | Hold |
5,331
| – | – | ﹤0.01% | 2942 |
|
|
2021
Q1 | $174K | Buy |
5,331
+4,999
| +1,506% | +$147K | ﹤0.01% | 2844 |
|
|
2020
Q4 | $8K | Buy |
332
+1
| +0.3% | +$25 | ﹤0.01% | 3352 |
|
|
2020
Q3 | $7K | Sell |
331
-13
| -4% | -$283 | ﹤0.01% | 3239 |
|
|
2020
Q2 | $8K | Sell |
344
-24
| -7% | -$557 | ﹤0.01% | 3155 |
|
|
2020
Q1 | $10K | Hold |
368
| – | – | ﹤0.01% | 3111 |
|
|
2019
Q4 | $13K | Buy |
368
+200
| +119% | +$6.19K | ﹤0.01% | 3208 |
|
|
2019
Q3 | $5K | Hold |
168
| – | – | ﹤0.01% | 3387 |
|
|
2019
Q2 | $5K | Sell |
168
-68
| -29% | -$2.03K | ﹤0.01% | 3366 |
|
|
2019
Q1 | $7K | Buy |
236
+75
| +47% | +$2.33K | ﹤0.01% | 3182 |
|
|
2018
Q4 | $5K | Sell |
161
-13
| -7% | -$411 | ﹤0.01% | 3176 |
|
|
2018
Q3 | $6K | Buy |
+174
| New | +$6.38K | ﹤0.01% | 3211 |
|
Other funds holding EBTC
Fidelity Investments's EBTC Position: Q3 2025 in Review
Fidelity Investments sold out of Enterprise Bancorp (EBTC) in Q3 2025, closing a stake of 494 shares — an estimated $19.6K sold.
Fidelity Investments first reported a position in EBTC in Q3 2018 and held it in 28 quarters. The position peaked at $237K in Q4 2021. 1 fund tracked by Wall St. Rank holds EBTC as of Q3 2025.
- Fidelity Investments reported no remaining Enterprise Bancorp position as of Q3 2025 after selling out during the quarter.
- Fidelity Investments sold 494 Enterprise Bancorp shares in Q3 2025, an estimated $19.6K.
- Fidelity Investments first reported a position in Enterprise Bancorp in Q3 2018 and held it in 28 quarters.
- Fidelity Investments's Enterprise Bancorp position peaked at $237K in Q4 2021.
- 1 fund tracked by Wall St. Rank held Enterprise Bancorp as of Q3 2025.
Based on Fidelity Investments's 13F filing for Q3 2025, filed 13 Nov 2025.