Shorepoint Capital Partners’s Eastern Bankshares EBC Stock Holding History

Shorepoint Capital Partners’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
2022 Q4	–	Sell	-10,500	Closed	-$206K	–	140
2022 Q3	$206K	Hold	10,500	–	–	0.1%	73
2022 Q2	$194K	Sell	10,500 -500	-5%	-$9.69K	0.08%	80
2022 Q1	$237K	Hold	11,000	–	–	0.1%	74
2021 Q4	$222K	Hold	11,000	–	–	0.09%	77
2021 Q3	$223K	Buy	+11,000	New	+$210K	0.1%	78
2021 Q1	$212K	Hold	11,000	–	–	0.11%	72
2020 Q4	$179K	Buy	+11,000	New	+$156K	0.1%	76

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

Shorepoint Capital Partners's EBC Position: Q4 2022 in Review

Shorepoint Capital Partners sold out of Eastern Bankshares (EBC) in Q4 2022, closing a stake of 10,500 shares — an estimated $206K sold.

Shorepoint Capital Partners first reported a position in EBC in Q4 2020 and held it in 7 quarters. The position peaked at $237K in Q1 2022. 213 funds tracked by Wall St. Rank hold EBC as of Q4 2022.

Shorepoint Capital Partners reported no remaining Eastern Bankshares position as of Q4 2022 after selling out during the quarter.
Shorepoint Capital Partners sold 10,500 Eastern Bankshares shares in Q4 2022, an estimated $206K.
Shorepoint Capital Partners first reported a position in Eastern Bankshares in Q4 2020 and held it in 7 quarters.
Shorepoint Capital Partners's Eastern Bankshares position peaked at $237K in Q1 2022.
213 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2022.

Based on Shorepoint Capital Partners's 13F filing for Q4 2022, filed 14 Feb 2023.