Prio Wealth Limited Partnership’s Eastern Bankshares EBC Stock Holding History

Prio Wealth Limited Partnership’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
2024 Q3	$285K	Buy	+17,416	New	+$275K	0.01%	226
2023 Q4	–	Sell	-10,000	Closed	-$125K	–	260
2023 Q3	$125K	Hold	10,000	–	–	﹤0.01%	246
2023 Q2	$123K	Hold	10,000	–	–	﹤0.01%	250
2023 Q1	$126K	Hold	10,000	–	–	﹤0.01%	244
2022 Q4	$173K	Hold	10,000	–	–	0.01%	245
2022 Q3	$196K	Hold	10,000	–	–	0.01%	242
2022 Q2	$185K	Hold	10,000	–	–	0.01%	248
2022 Q1	$215K	Hold	10,000	–	–	0.01%	254
2021 Q4	$202K	Hold	10,000	–	–	0.01%	268
2021 Q3	$203K	Hold	10,000	–	–	0.01%	269
2021 Q2	$206K	Hold	10,000	–	–	0.01%	274
2021 Q1	$193K	Hold	10,000	–	–	0.01%	270
2020 Q4	$163K	Buy	+10,000	New	+$142K	0.01%	273

Other funds holding EBC

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

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

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Prio Wealth Limited Partnership's EBC Position: Q3 2024 in Review

Prio Wealth Limited Partnership opened a new position in Eastern Bankshares (EBC) in Q3 2024: 17,416 shares worth $285K. The stake represents 0.01% of the portfolio and ranks #226 among its holdings. This is a return to the name: Prio Wealth Limited Partnership previously reported a position in EBC as recently as Q3 2023.

Prio Wealth Limited Partnership first reported a position in EBC in Q4 2020 and has held it in 13 quarters since. 241 funds tracked by Wall St. Rank hold EBC as of Q3 2024.

Prio Wealth Limited Partnership held 17,416 shares of Eastern Bankshares worth $285K as of Q3 2024.
Eastern Bankshares was a new Prio Wealth Limited Partnership position in Q3 2024.
Eastern Bankshares made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #226 holding.
Prio Wealth Limited Partnership first reported a position in Eastern Bankshares in Q4 2020 and has held it in 13 quarters since.
241 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.