FourThought Financial’s Eastern Bankshares EBC Stock Holding History

FourThought Financial’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 Q3	$39K	Hold	2,000	–	–	0.01%	673
2022 Q2	$37K	Hold	2,000	–	–	0.01%	696
2022 Q1	$43K	Hold	2,000	–	–	0.01%	709
2021 Q4	$40K	Hold	2,000	–	–	0.01%	727
2021 Q3	$40K	Hold	2,000	–	–	0.01%	750
2021 Q2	$41K	Sell	2,000 -11,085	-85%	-$235K	0.01%	762
2021 Q1	$252K	Buy	13,085 +785	+6%	+$13.6K	0.04%	314
2020 Q4	$200K	Buy	+12,300	New	+$175K	0.03%	339

Other funds holding EBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

FourThought Financial's EBC Position: Q3 2022 in Review

FourThought Financial held its Eastern Bankshares (EBC) position steady in Q3 2022 at 2,000 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #673.

FourThought Financial first reported a position in EBC in Q4 2020 and has held it in 8 quarters since. The position peaked at $252K in Q1 2021. 219 funds tracked by Wall St. Rank hold EBC as of Q3 2022.

FourThought Financial held 2,000 shares of Eastern Bankshares worth $39K as of Q3 2022.
FourThought Financial left its Eastern Bankshares share count unchanged in Q3 2022.
Eastern Bankshares made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #673 holding.
FourThought Financial first reported a position in Eastern Bankshares in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Eastern Bankshares position peaked at $252K in Q1 2021.
219 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.