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Hennion & Walsh Asset Management’s Eastern Bankshares EBC Stock Holding History

Hennion & Walsh Asset 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
Q4 		– Sell
-11,680
Closed -$191K – 866
2024
Q3 		$191K Buy
+11,680
New +$185K 0.01% 838

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

Hennion & Walsh Asset Management's EBC Position: Q4 2024 in Review

Hennion & Walsh Asset Management sold out of Eastern Bankshares (EBC) in Q4 2024, closing a stake of 11,680 shares — an estimated $191K sold.

Hennion & Walsh Asset Management first reported a position in EBC in Q3 2024 and held it in 1 quarter. The position peaked at $191K in Q3 2024. 245 funds tracked by Wall St. Rank hold EBC as of Q4 2024.

  • Hennion & Walsh Asset Management reported no remaining Eastern Bankshares position as of Q4 2024 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 11,680 Eastern Bankshares shares in Q4 2024, an estimated $191K.
  • Hennion & Walsh Asset Management first reported a position in Eastern Bankshares in Q3 2024 and held it in 1 quarter.
  • Hennion & Walsh Asset Management's Eastern Bankshares position peaked at $191K in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2024.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.