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Petrus Trust Company’s Eastern Bankshares EBC Stock Holding History

Petrus Trust Company’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
-13,226
Closed -$228K – 583
2022
Q4 		$228K Buy
+13,226
New +$253K 0.03% 373

Other funds holding EBC

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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

Petrus Trust Company's EBC Position: Q1 2023 in Review

Petrus Trust Company sold out of Eastern Bankshares (EBC) in Q1 2023, closing a stake of 13,226 shares — an estimated $228K sold.

Petrus Trust Company first reported a position in EBC in Q4 2022 and held it in 1 quarter. The position peaked at $228K in Q4 2022. 203 funds tracked by Wall St. Rank hold EBC as of Q1 2023.

  • Petrus Trust Company reported no remaining Eastern Bankshares position as of Q1 2023 after selling out during the quarter.
  • Petrus Trust Company sold 13,226 Eastern Bankshares shares in Q1 2023, an estimated $228K.
  • Petrus Trust Company first reported a position in Eastern Bankshares in Q4 2022 and held it in 1 quarter.
  • Petrus Trust Company's Eastern Bankshares position peaked at $228K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2023.

Based on Petrus Trust Company's 13F filing for Q1 2023, filed 15 May 2023.