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Moneta Group Investment Advisors’s Eastern Bankshares EBC Stock Holding History

Moneta Group Investment Advisors’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
Q4 		– Sell
-131,630
Closed -$2.16M – 677
2024
Q3 		$2.16M Buy
+131,630
New +$2.08M 0.03% 188
2021
Q1 		– Sell
-24,831
Closed -$405K – 425
2020
Q4 		$405K Buy
+24,831
New +$353K 0.03% 216

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

Moneta Group Investment Advisors's EBC Position: Q4 2024 in Review

Moneta Group Investment Advisors sold out of Eastern Bankshares (EBC) in Q4 2024, closing a stake of 131,630 shares — an estimated $2.16M sold.

Moneta Group Investment Advisors first reported a position in EBC in Q4 2020 and held it in 2 quarters. The position peaked at $2.16M in Q3 2024. 245 funds tracked by Wall St. Rank hold EBC as of Q4 2024.

  • Moneta Group Investment Advisors reported no remaining Eastern Bankshares position as of Q4 2024 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 131,630 Eastern Bankshares shares in Q4 2024, an estimated $2.16M.
  • Moneta Group Investment Advisors first reported a position in Eastern Bankshares in Q4 2020 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Eastern Bankshares position peaked at $2.16M in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.