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Glassman Wealth Services’s Eastern Bankshares EBC Stock Holding History

Glassman Wealth Services’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
Q4 		– Sell
-11
Closed -$138 – 2004
2023
Q3 		$138 Hold
11
– – ﹤0.01% 1946
2023
Q2 		$135 Sell
11
-110
-91% -$1.3K ﹤0.01% 1870
2023
Q1 		$1.53K Buy
+121
New +$1.86K ﹤0.01% 1317

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Glassman Wealth Services's EBC Position: Q4 2023 in Review

Glassman Wealth Services sold out of Eastern Bankshares (EBC) in Q4 2023, closing a stake of 11 shares — an estimated $138 sold.

Glassman Wealth Services first reported a position in EBC in Q1 2023 and held it in 3 quarters. The position peaked at $1.53K in Q1 2023. 182 funds tracked by Wall St. Rank hold EBC as of Q4 2023.

  • Glassman Wealth Services reported no remaining Eastern Bankshares position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 11 Eastern Bankshares shares in Q4 2023, an estimated $138.
  • Glassman Wealth Services first reported a position in Eastern Bankshares in Q1 2023 and held it in 3 quarters.
  • Glassman Wealth Services's Eastern Bankshares position peaked at $1.53K in Q1 2023.
  • 182 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.