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

J.M. Forbes & 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
2022
Q3 		– Sell
-10,500
Closed -$194K – 109
2022
Q2 		$194K Hold
10,500
– – 0.03% 111
2022
Q1 		$226K Hold
10,500
– – 0.03% 109
2021
Q4 		$212K Buy
10,500
+500
+5% +$10.4K 0.02% 111
2021
Q3 		$203K Hold
10,000
– – 0.03% 110
2021
Q2 		$206K Hold
10,000
– – 0.03% 112
2021
Q1 		$192K Hold
10,000
– – 0.03% 102
2020
Q4 		$163K Buy
+10,000
New +$142K 0.02% 101

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

J.M. Forbes & Co's EBC Position: Q3 2022 in Review

J.M. Forbes & Co sold out of Eastern Bankshares (EBC) in Q3 2022, closing a stake of 10,500 shares — an estimated $194K sold.

J.M. Forbes & Co first reported a position in EBC in Q4 2020 and held it in 7 quarters. The position peaked at $226K in Q1 2022. 219 funds tracked by Wall St. Rank hold EBC as of Q3 2022.

  • J.M. Forbes & Co reported no remaining Eastern Bankshares position as of Q3 2022 after selling out during the quarter.
  • J.M. Forbes & Co sold 10,500 Eastern Bankshares shares in Q3 2022, an estimated $194K.
  • J.M. Forbes & Co first reported a position in Eastern Bankshares in Q4 2020 and held it in 7 quarters.
  • J.M. Forbes & Co's Eastern Bankshares position peaked at $226K in Q1 2022.
  • 219 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2022.

Based on J.M. Forbes & Co's 13F filing for Q3 2022, filed 14 Nov 2022.