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Portolan Capital Management’s Eastern Bankshares EBC Stock Holding History

Portolan Capital Management’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
Q4 		– Sell
-95,624
Closed -$1.94M – 140
2021
Q3 		$1.94M Hold
95,624
– – 0.14% 119
2021
Q2 		$1.97M Hold
95,624
– – 0.14% 113
2021
Q1 		$1.84M Sell
95,624
-104,376
-52% -$1.81M 0.14% 131
2020
Q4 		$3.26M Buy
+200,000
New +$2.84M 0.3% 112

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Portolan Capital Management's EBC Position: Q4 2021 in Review

Portolan Capital Management sold out of Eastern Bankshares (EBC) in Q4 2021, closing a stake of 95,624 shares — an estimated $1.94M sold.

Portolan Capital Management first reported a position in EBC in Q4 2020 and held it in 4 quarters. The position peaked at $3.26M in Q4 2020. 198 funds tracked by Wall St. Rank hold EBC as of Q4 2021.

  • Portolan Capital Management reported no remaining Eastern Bankshares position as of Q4 2021 after selling out during the quarter.
  • Portolan Capital Management sold 95,624 Eastern Bankshares shares in Q4 2021, an estimated $1.94M.
  • Portolan Capital Management first reported a position in Eastern Bankshares in Q4 2020 and held it in 4 quarters.
  • Portolan Capital Management's Eastern Bankshares position peaked at $3.26M in Q4 2020.
  • 198 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2021.

Based on Portolan Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.