J. Goldman & Co’s Eastern Bankshares EBC Stock Holding History

J. Goldman & Co’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 Q2	–	Sell	-602,281	Closed	-$7.6M	–	405
2023 Q1	$7.6M	Buy	+602,281	New	+$9.28M	0.31%	102

Other funds holding EBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

J. Goldman & Co's EBC Position: Q2 2023 in Review

J. Goldman & Co sold out of Eastern Bankshares (EBC) in Q2 2023, closing a stake of 602,281 shares — an estimated $7.6M sold.

J. Goldman & Co first reported a position in EBC in Q1 2023 and held it in 1 quarter. The position peaked at $7.6M in Q1 2023. 179 funds tracked by Wall St. Rank hold EBC as of Q2 2023.

J. Goldman & Co reported no remaining Eastern Bankshares position as of Q2 2023 after selling out during the quarter.
J. Goldman & Co sold 602,281 Eastern Bankshares shares in Q2 2023, an estimated $7.6M.
J. Goldman & Co first reported a position in Eastern Bankshares in Q1 2023 and held it in 1 quarter.
J. Goldman & Co's Eastern Bankshares position peaked at $7.6M in Q1 2023.
179 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2023.

Based on J. Goldman & Co's 13F filing for Q2 2023, filed 14 Aug 2023.