Laurie J. Hall Trustee’s Eastern Bankshares EBC Stock Holding History

Laurie J. Hall Trustee’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 Q3	–	Sell	-120	Closed	-$1K	–	263
2023 Q2	$1K	Sell	120 -8,500	-99%	-$101K	﹤0.01%	264
2023 Q1	$109K	Buy	8,620 +120	+1%	+$1.85K	0.05%	132
2022 Q4	$147K	Hold	8,500	–	–	0.07%	116
2022 Q3	$167K	Hold	8,500	–	–	0.08%	108
2022 Q2	$157K	Hold	8,500	–	–	0.07%	114
2022 Q1	$183K	Hold	8,500	–	–	0.07%	116
2021 Q4	$172K	Hold	8,500	–	–	0.06%	122
2021 Q3	$173K	Hold	8,500	–	–	0.07%	118
2021 Q2	$175K	Hold	8,500	–	–	0.07%	120
2021 Q1	$164K	Hold	8,500	–	–	0.06%	126
2020 Q4	$139K	Buy	+8,500	New	+$121K	0.06%	132

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

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

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

Laurie J. Hall Trustee's EBC Position: Q3 2023 in Review

Laurie J. Hall Trustee sold out of Eastern Bankshares (EBC) in Q3 2023, closing a stake of 120 shares — an estimated $1K sold.

Laurie J. Hall Trustee first reported a position in EBC in Q4 2020 and held it in 11 quarters. The position peaked at $183K in Q1 2022. 179 funds tracked by Wall St. Rank hold EBC as of Q3 2023.

Laurie J. Hall Trustee reported no remaining Eastern Bankshares position as of Q3 2023 after selling out during the quarter.
Laurie J. Hall Trustee sold 120 Eastern Bankshares shares in Q3 2023, an estimated $1K.
Laurie J. Hall Trustee first reported a position in Eastern Bankshares in Q4 2020 and held it in 11 quarters.
Laurie J. Hall Trustee's Eastern Bankshares position peaked at $183K in Q1 2022.
179 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q3 2023, filed 12 Oct 2023.