Pictet Asset Management (Switzerland)’s Eastern Bankshares EBC Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$243K	Hold	19,788	–	–	﹤0.01%	1629
2023 Q1	$250K	Hold	19,788	–	–	﹤0.01%	1615
2022 Q4	$341K	Buy	19,788 +7,962	+67%	+$152K	﹤0.01%	1422
2022 Q3	$232K	Hold	11,826	–	–	﹤0.01%	1349
2022 Q2	$218K	Hold	11,826	–	–	﹤0.01%	1401
2022 Q1	$255K	Hold	11,826	–	–	﹤0.01%	1442
2021 Q4	$239K	Hold	11,826	–	–	﹤0.01%	1510
2021 Q3	$240K	Buy	+11,826	New	+$226K	﹤0.01%	1518

Other funds holding EBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s EBC Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) held its Eastern Bankshares (EBC) position steady in Q2 2023 at 19,788 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Pictet Asset Management (Switzerland) first reported a position in EBC in Q3 2021 and has held it in 8 quarters since. The position peaked at $341K in Q4 2022. 179 funds tracked by Wall St. Rank hold EBC as of Q2 2023.

Pictet Asset Management (Switzerland) held 19,788 shares of Eastern Bankshares worth $243K as of Q2 2023.
Pictet Asset Management (Switzerland) left its Eastern Bankshares share count unchanged in Q2 2023.
Eastern Bankshares made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1629 holding.
Pictet Asset Management (Switzerland) first reported a position in Eastern Bankshares in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Eastern Bankshares position peaked at $341K in Q4 2022.
179 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.