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Kelly Financial Services’s Eastern Bankshares EBC Stock Holding History

Kelly Financial Services’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
Q2 		– Sell
-144
Closed -$1.99K – 809
2024
Q1 		$1.99K Buy
144
+1
+0.7% +$14 ﹤0.01% 601
2023
Q4 		$2.03K Buy
143
+1
+0.7% +$12 ﹤0.01% 583
2023
Q3 		$1.78K Buy
+142
New +$1.91K ﹤0.01% 557

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Kelly Financial Services's EBC Position: Q2 2024 in Review

Kelly Financial Services sold out of Eastern Bankshares (EBC) in Q2 2024, closing a stake of 144 shares — an estimated $1.99K sold.

Kelly Financial Services first reported a position in EBC in Q3 2023 and held it in 3 quarters. The position peaked at $2.03K in Q4 2023. 194 funds tracked by Wall St. Rank hold EBC as of Q2 2024.

  • Kelly Financial Services reported no remaining Eastern Bankshares position as of Q2 2024 after selling out during the quarter.
  • Kelly Financial Services sold 144 Eastern Bankshares shares in Q2 2024, an estimated $1.99K.
  • Kelly Financial Services first reported a position in Eastern Bankshares in Q3 2023 and held it in 3 quarters.
  • Kelly Financial Services's Eastern Bankshares position peaked at $2.03K in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2024.

Based on Kelly Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.