Joel Greenblatt’s Eastern Bankshares EBC Stock Holding History

Joel Greenblatt’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	-24,579	Closed	-$310K	–	1329
2023 Q1	$310K	Buy	+24,579	New	+$379K	0.01%	1117

Other funds holding EBC

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Joel Greenblatt's EBC Position: Q2 2023 in Review

Joel Greenblatt sold out of Eastern Bankshares (EBC) in Q2 2023, closing a stake of 24,579 shares — an estimated $310K sold.

Joel Greenblatt first reported a position in EBC in Q1 2023 and held it in 1 quarter. The position peaked at $310K in Q1 2023. 180 funds tracked by Wall St. Rank hold EBC as of Q2 2023.

Joel Greenblatt reported no remaining Eastern Bankshares position as of Q2 2023 after selling out during the quarter.
Joel Greenblatt sold 24,579 Eastern Bankshares shares in Q2 2023, an estimated $310K.
Joel Greenblatt first reported a position in Eastern Bankshares in Q1 2023 and held it in 1 quarter.
Joel Greenblatt's Eastern Bankshares position peaked at $310K in Q1 2023.
180 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2023.

Based on Gotham Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.