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Marino Stram & Associates’s Eastern Bankshares EBC Stock Holding History

Marino Stram & Associates’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
2021
Q2 		– Sell
-11,036
Closed -$213K – 258
2021
Q1 		$213K Buy
+11,036
New +$192K 0.08% 128

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Marino Stram & Associates's EBC Position: Q2 2021 in Review

Marino Stram & Associates sold out of Eastern Bankshares (EBC) in Q2 2021, closing a stake of 11,036 shares — an estimated $213K sold.

Marino Stram & Associates first reported a position in EBC in Q1 2021 and held it in 1 quarter. The position peaked at $213K in Q1 2021. 182 funds tracked by Wall St. Rank hold EBC as of Q2 2021.

  • Marino Stram & Associates reported no remaining Eastern Bankshares position as of Q2 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 11,036 Eastern Bankshares shares in Q2 2021, an estimated $213K.
  • Marino Stram & Associates first reported a position in Eastern Bankshares in Q1 2021 and held it in 1 quarter.
  • Marino Stram & Associates's Eastern Bankshares position peaked at $213K in Q1 2021.
  • 182 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2021.

Based on Marino Stram & Associates's 13F filing for Q2 2021, filed 22 Jul 2021.