Schroder Investment Management Group
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Schroder Investment Management Group’s Eastern Bankshares EBC Stock Holding History

Schroder Investment Management Group’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 		– Sell
-10,064
Closed -$127K – 1242
2023
Q1 		$127K Buy
+10,064
New +$155K ﹤0.01% 1225

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State Street
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Wellington Management Group
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Brown Advisory
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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

Schroder Investment Management Group's EBC Position: Q2 2023 in Review

Schroder Investment Management Group sold out of Eastern Bankshares (EBC) in Q2 2023, closing a stake of 10,064 shares — an estimated $127K sold.

Schroder Investment Management Group first reported a position in EBC in Q1 2023 and held it in 1 quarter. The position peaked at $127K in Q1 2023. 179 funds tracked by Wall St. Rank hold EBC as of Q2 2023.

  • Schroder Investment Management Group reported no remaining Eastern Bankshares position as of Q2 2023 after selling out during the quarter.
  • Schroder Investment Management Group sold 10,064 Eastern Bankshares shares in Q2 2023, an estimated $127K.
  • Schroder Investment Management Group first reported a position in Eastern Bankshares in Q1 2023 and held it in 1 quarter.
  • Schroder Investment Management Group's Eastern Bankshares position peaked at $127K in Q1 2023.
  • 179 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2023.

Based on Schroder Investment Management Group's 13F filing for Q2 2023, filed 11 Aug 2023.