OPS
EBSB

Orion Portfolio Solutions’s Meridian Bancorp, Inc. EBSB Stock Holding History

Orion Portfolio Solutions’s Portfolio EBSB Stock Details EBSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-83
Closed -$2K – 2436
2019
Q4 		$2K Buy
+83
New +$1.63K ﹤0.01% 1582

Other funds holding EBSB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's EBSB Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of Meridian Bancorp, Inc. (EBSB) in Q1 2020, closing a stake of 83 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in EBSB in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 129 funds tracked by Wall St. Rank hold EBSB as of Q1 2020.

  • Orion Portfolio Solutions reported no remaining Meridian Bancorp, Inc. position as of Q1 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 83 Meridian Bancorp, Inc. shares in Q1 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Meridian Bancorp, Inc. in Q4 2019 and held it in 1 quarter.
  • Orion Portfolio Solutions's Meridian Bancorp, Inc. position peaked at $2K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.