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Paloma Partners’s Eastern Bankshares EBC Stock Holding History

Paloma Partners’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
Q1 		– Sell
-26,710
Closed -$539K – 1886
2021
Q4 		$539K Buy
+26,710
New +$554K 0.01% 1062
2021
Q3 		– Sell
-10,141
Closed -$209K – 1302
2021
Q2 		$209K Buy
+10,141
New +$215K ﹤0.01% 1522

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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Paloma Partners's EBC Position: Q1 2022 in Review

Paloma Partners sold out of Eastern Bankshares (EBC) in Q1 2022, closing a stake of 26,710 shares — an estimated $539K sold.

Paloma Partners first reported a position in EBC in Q2 2021 and held it in 2 quarters. The position peaked at $539K in Q4 2021. 212 funds tracked by Wall St. Rank hold EBC as of Q1 2022.

  • Paloma Partners reported no remaining Eastern Bankshares position as of Q1 2022 after selling out during the quarter.
  • Paloma Partners sold 26,710 Eastern Bankshares shares in Q1 2022, an estimated $539K.
  • Paloma Partners first reported a position in Eastern Bankshares in Q2 2021 and held it in 2 quarters.
  • Paloma Partners's Eastern Bankshares position peaked at $539K in Q4 2021.
  • 212 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2022.

Based on Paloma Partners's 13F filing for Q1 2022, filed 16 May 2022.