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First Mercantile Trust’s Eastern Bankshares EBC Stock Holding History

First Mercantile 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
2021
Q3 		$97K Sell
4,799
-73
-1% -$1.4K 0.01% 662
2021
Q2 		$100K Sell
4,872
-305
-6% -$6.46K 0.01% 681
2021
Q1 		$100K Sell
5,177
-363
-7% -$6.31K 0.01% 681
2020
Q4 		$90K Buy
+5,540
New +$78.7K 0.01% 707

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

First Mercantile Trust's EBC Position: Q3 2021 in Review

First Mercantile Trust reduced its Eastern Bankshares (EBC) stake by 1.5% in Q3 2021, selling an estimated $1.4K and leaving 4,799 shares worth $97K. The position accounts for 0.01% of the portfolio, ranked #662.

First Mercantile Trust first reported a position in EBC in Q4 2020 and has held it in 4 quarters since. The position peaked at $100K in Q2 2021. 175 funds tracked by Wall St. Rank hold EBC as of Q3 2021.

  • First Mercantile Trust held 4,799 shares of Eastern Bankshares worth $97K as of Q3 2021.
  • First Mercantile Trust sold 73 Eastern Bankshares shares in Q3 2021, an estimated $1.4K.
  • Eastern Bankshares made up 0.01% of First Mercantile Trust's portfolio in Q3 2021, its #662 holding.
  • First Mercantile Trust first reported a position in Eastern Bankshares in Q4 2020 and has held it in 4 quarters since.
  • First Mercantile Trust's Eastern Bankshares position peaked at $100K in Q2 2021.
  • 175 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.