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Freedman Financial Associates’s Eastern Bankshares EBC Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-4,500
Closed -$95K – 112
2022
Q1 		$95K Hold
4,500
– – 0.07% 128
2021
Q4 		$91K Hold
4,500
– – 0.06% 129
2021
Q3 		$91K Buy
+4,500
New +$86.1K 0.07% 123

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Wellington Management Group
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Brown Advisory
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Geode Capital Management
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Capital Research Global Investors
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Freedman Financial Associates's EBC Position: Q2 2022 in Review

Freedman Financial Associates sold out of Eastern Bankshares (EBC) in Q2 2022, closing a stake of 4,500 shares — an estimated $95K sold.

Freedman Financial Associates first reported a position in EBC in Q3 2021 and held it in 3 quarters. The position peaked at $95K in Q1 2022. 213 funds tracked by Wall St. Rank hold EBC as of Q2 2022.

  • Freedman Financial Associates reported no remaining Eastern Bankshares position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 4,500 Eastern Bankshares shares in Q2 2022, an estimated $95K.
  • Freedman Financial Associates first reported a position in Eastern Bankshares in Q3 2021 and held it in 3 quarters.
  • Freedman Financial Associates's Eastern Bankshares position peaked at $95K in Q1 2022.
  • 213 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.