Howe & Rusling’s Meridian Bancorp, Inc. EBSB Stock Holding History

Howe & Rusling’s Portfolio EBSB Stock Details EBSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-70	Closed	-$1K	–	1096
2021 Q3	$1K	Buy	70 +19	+37%	+$378	﹤0.01%	969
2021 Q2	$1K	Hold	51	–	–	﹤0.01%	933
2021 Q1	$1K	Sell	51 -8	-14%	-$136	﹤0.01%	936
2020 Q4	$1K	Buy	+59	New	+$785	﹤0.01%	918

Other funds holding EBSB

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Howe & Rusling's EBSB Position: Q4 2021 in Review

Howe & Rusling sold out of Meridian Bancorp, Inc. (EBSB) in Q4 2021, closing a stake of 70 shares — an estimated $1K sold.

Howe & Rusling first reported a position in EBSB in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 2 funds tracked by Wall St. Rank hold EBSB as of Q4 2021.

Howe & Rusling reported no remaining Meridian Bancorp, Inc. position as of Q4 2021 after selling out during the quarter.
Howe & Rusling sold 70 Meridian Bancorp, Inc. shares in Q4 2021, an estimated $1K.
Howe & Rusling first reported a position in Meridian Bancorp, Inc. in Q4 2020 and held it in 4 quarters.
Howe & Rusling's Meridian Bancorp, Inc. position peaked at $1K in Q3 2021.
2 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q4 2021.

Based on Howe & Rusling's 13F filing for Q4 2021, filed 14 Feb 2022.