Kelly Financial Services’s Meridian Bancorp, Inc. EBSB Stock Holding History

Kelly Financial Services’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	-38,158	Closed	-$741K	–	712
2021 Q3	$741K	Sell	38,158 -692,469	-95%	-$13.8M	0.42%	24
2021 Q2	$38.2M	Buy	730,627 +692,469	+1,815%	+$14.4M	1.48%	9
2021 Q1	$658K	Hold	38,158	–	–	0.41%	18
2020 Q4	$532K	Hold	38,158	–	–	0.36%	15
2020 Q3	$370K	Sell	38,158 -113	-0.3%	-$1.28K	0.27%	15
2020 Q2	$416K	Hold	38,271	–	–	0.32%	16
2020 Q1	$402K	Hold	38,271	–	–	0.5%	12
2019 Q4	$720K	Hold	38,271	–	–	0.55%	10
2019 Q3	$672K	Hold	38,271	–	–	0.61%	8
2019 Q2	$641K	Hold	38,271	–	–	0.58%	8
2019 Q1	$562K	Buy	+38,271	New	+$600K	0.63%	9

Other funds holding EBSB

BCM

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

Kelly Financial Services's EBSB Position: Q4 2021 in Review

Kelly Financial Services sold out of Meridian Bancorp, Inc. (EBSB) in Q4 2021, closing a stake of 38,158 shares — an estimated $741K sold.

Kelly Financial Services first reported a position in EBSB in Q1 2019 and held it in 11 quarters. The position peaked at $38.2M in Q2 2021. 2 funds tracked by Wall St. Rank hold EBSB as of Q4 2021.

Kelly Financial Services reported no remaining Meridian Bancorp, Inc. position as of Q4 2021 after selling out during the quarter.
Kelly Financial Services sold 38,158 Meridian Bancorp, Inc. shares in Q4 2021, an estimated $741K.
Kelly Financial Services first reported a position in Meridian Bancorp, Inc. in Q1 2019 and held it in 11 quarters.
Kelly Financial Services's Meridian Bancorp, Inc. position peaked at $38.2M in Q2 2021.
2 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q4 2021.

Based on Kelly Financial Services's 13F filing for Q4 2021, filed 17 Jul 2024.