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Mount Capital’s Eastern Bankshares EBC Stock Holding History

Mount Capital’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
Q1 		– Sell
-124,398
Closed -$2.15M – 47
2022
Q4 		$2.15M Buy
124,398
+3,912
+3% +$74.8K 0.83% 28
2022
Q3 		$2.37M Buy
120,486
+8,723
+8% +$174K 1.01% 16
2022
Q2 		$2.06M Sell
111,763
-12,428
-10% -$241K 0.73% 18
2022
Q1 		$2.67M Sell
124,191
-17,629
-12% -$375K 0.78% 17
2021
Q4 		$2.86M Buy
+141,820
New +$2.94M 0.79% 23

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mount Capital's EBC Position: Q1 2023 in Review

Mount Capital sold out of Eastern Bankshares (EBC) in Q1 2023, closing a stake of 124,398 shares — an estimated $2.15M sold.

Mount Capital first reported a position in EBC in Q4 2021 and held it in 5 quarters. The position peaked at $2.86M in Q4 2021. 203 funds tracked by Wall St. Rank hold EBC as of Q1 2023.

  • Mount Capital reported no remaining Eastern Bankshares position as of Q1 2023 after selling out during the quarter.
  • Mount Capital sold 124,398 Eastern Bankshares shares in Q1 2023, an estimated $2.15M.
  • Mount Capital first reported a position in Eastern Bankshares in Q4 2021 and held it in 5 quarters.
  • Mount Capital's Eastern Bankshares position peaked at $2.86M in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2023.

Based on Mount Capital's 13F filing for Q1 2023, filed 12 May 2023.