Monarch Partners Asset Management’s Eastern Bankshares EBC Stock Holding History

Monarch Partners Asset Management’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
2022 Q4	–	Sell	-177,972	Closed	-$3.5M	–	143
2022 Q3	$3.5M	Buy	177,972 +20,393	+13%	+$408K	1.05%	22
2022 Q2	$2.91M	Buy	157,579 +80,074	+103%	+$1.55M	0.81%	48
2022 Q1	$1.67M	Sell	77,505 -194,581	-72%	-$4.14M	0.37%	119
2021 Q4	$5.49M	Sell	272,086 -193,645	-42%	-$4.02M	1.12%	14
2021 Q3	$9.45M	Buy	465,731 +127,306	+38%	+$2.44M	1.38%	13
2021 Q2	$6.96M	Sell	338,425 -45,310	-12%	-$960K	1%	40
2021 Q1	$7.4M	Sell	383,735 -211,834	-36%	-$3.68M	1.11%	26
2020 Q4	$9.71M	Buy	+595,569	New	+$8.46M	1.7%	5

Other funds holding EBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Monarch Partners Asset Management's EBC Position: Q4 2022 in Review

Monarch Partners Asset Management sold out of Eastern Bankshares (EBC) in Q4 2022, closing a stake of 177,972 shares — an estimated $3.5M sold.

Monarch Partners Asset Management first reported a position in EBC in Q4 2020 and held it in 8 quarters. The position peaked at $9.71M in Q4 2020. 213 funds tracked by Wall St. Rank hold EBC as of Q4 2022.

Monarch Partners Asset Management reported no remaining Eastern Bankshares position as of Q4 2022 after selling out during the quarter.
Monarch Partners Asset Management sold 177,972 Eastern Bankshares shares in Q4 2022, an estimated $3.5M.
Monarch Partners Asset Management first reported a position in Eastern Bankshares in Q4 2020 and held it in 8 quarters.
Monarch Partners Asset Management's Eastern Bankshares position peaked at $9.71M in Q4 2020.
213 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.