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Parametric Portfolio Associates’s Eastern Bankshares EBC Stock Holding History

Parametric Portfolio Associates’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 		$310K Buy
14,410
+3,472
+32% +$73.9K ﹤0.01% 3262
2021
Q4 		$221K Buy
10,938
+659
+6% +$13.7K ﹤0.01% 3387
2021
Q3 		$209K Sell
10,279
-5,263
-34% -$101K ﹤0.01% 3419
2021
Q2 		$320K Buy
+15,542
New +$329K ﹤0.01% 3248

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Parametric Portfolio Associates's EBC Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Eastern Bankshares (EBC) stake by 32% in Q1 2022, buying an estimated $73.9K and bringing the position to 14,410 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #3262.

Parametric Portfolio Associates first reported a position in EBC in Q2 2021 and has held it in 4 quarters since. The position peaked at $320K in Q2 2021. 212 funds tracked by Wall St. Rank hold EBC as of Q1 2022.

  • Parametric Portfolio Associates held 14,410 shares of Eastern Bankshares worth $310K as of Q1 2022.
  • Parametric Portfolio Associates bought 3,472 Eastern Bankshares shares in Q1 2022, an estimated $73.9K.
  • Eastern Bankshares made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #3262 holding.
  • Parametric Portfolio Associates first reported a position in Eastern Bankshares in Q2 2021 and has held it in 4 quarters since.
  • Parametric Portfolio Associates's Eastern Bankshares position peaked at $320K in Q2 2021.
  • 212 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.