Planned Solutions’s Eastern Bankshares EBC Stock Holding History

Planned Solutions’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
2021 Q1	–	Sell	-800	Closed	-$13K	–	155
2020 Q4	$13K	Buy	+800	New	+$11.4K	0.01%	315

Other funds holding EBC

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

BlackRock New York $5.72T AUM 30.48% 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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Planned Solutions's EBC Position: Q1 2021 in Review

Planned Solutions sold out of Eastern Bankshares (EBC) in Q1 2021, closing a stake of 800 shares — an estimated $13K sold.

Planned Solutions first reported a position in EBC in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 150 funds tracked by Wall St. Rank hold EBC as of Q1 2021.

Planned Solutions reported no remaining Eastern Bankshares position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 800 Eastern Bankshares shares in Q1 2021, an estimated $13K.
Planned Solutions first reported a position in Eastern Bankshares in Q4 2020 and held it in 1 quarter.
Planned Solutions's Eastern Bankshares position peaked at $13K in Q4 2020.
150 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.