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GW&K Investment Management’s Eastern Bankshares EBC Stock Holding History

GW&K Investment Management’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
2024
Q2 		– Sell
-1,500
Closed -$21K – 941
2024
Q1 		$21K Hold
1,500
– – ﹤0.01% 532
2023
Q4 		$21K Hold
1,500
– – ﹤0.01% 502
2023
Q3 		$19K Hold
1,500
– – ﹤0.01% 491
2023
Q2 		$18K Sell
1,500
-542,410
-100% -$6.42M ﹤0.01% 487
2023
Q1 		$6.86M Buy
543,910
+71,826
+15% +$1.11M 0.07% 244
2022
Q4 		$8.14M Buy
472,084
+270,634
+134% +$5.18M 0.08% 225
2022
Q3 		$3.96M Sell
201,450
-10,400
-5% -$208K 0.04% 248
2022
Q2 		$3.91M Sell
211,850
-10,300
-5% -$200K 0.04% 253
2022
Q1 		$4.79M Sell
222,150
-5,575
-2% -$119K 0.04% 253
2021
Q4 		$4.59M Sell
227,725
-10,950
-5% -$227K 0.04% 267
2021
Q3 		$4.84M Buy
238,675
+1,025
+0.4% +$19.6K 0.04% 267
2021
Q2 		$4.89M Hold
237,650
– – 0.04% 278
2021
Q1 		$4.58M Buy
+237,650
New +$4.13M 0.04% 279

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

GW&K Investment Management's EBC Position: Q2 2024 in Review

GW&K Investment Management sold out of Eastern Bankshares (EBC) in Q2 2024, closing a stake of 1,500 shares — an estimated $21K sold.

GW&K Investment Management first reported a position in EBC in Q1 2021 and held it in 13 quarters. The position peaked at $8.14M in Q4 2022. 194 funds tracked by Wall St. Rank hold EBC as of Q2 2024.

  • GW&K Investment Management reported no remaining Eastern Bankshares position as of Q2 2024 after selling out during the quarter.
  • GW&K Investment Management sold 1,500 Eastern Bankshares shares in Q2 2024, an estimated $21K.
  • GW&K Investment Management first reported a position in Eastern Bankshares in Q1 2021 and held it in 13 quarters.
  • GW&K Investment Management's Eastern Bankshares position peaked at $8.14M in Q4 2022.
  • 194 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2024.

Based on GW&K Investment Management's 13F filing for Q2 2024, filed 12 Aug 2024.