SteelPeak Wealth’s Eastern Bankshares EBC Stock Holding History

SteelPeak Wealth’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	-25,050	Closed	-$492K	–	440
2022 Q3	$492K	Hold	25,050	–	–	0.04%	251
2022 Q2	$462K	Hold	25,050	–	–	0.03%	263
2022 Q1	$540K	Hold	25,050	–	–	0.03%	270
2021 Q4	$505K	Hold	25,050	–	–	0.03%	253
2021 Q3	$509K	Sell	25,050 -49,950	-67%	-$956K	0.03%	247
2021 Q2	$1.54M	Hold	75,000	–	–	0.11%	131
2021 Q1	$1.45M	Sell	75,000 -22,500	-23%	-$391K	0.11%	127
2020 Q4	$1.59M	Buy	+97,500	New	+$1.38M	0.14%	116

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

SteelPeak Wealth's EBC Position: Q4 2022 in Review

SteelPeak Wealth sold out of Eastern Bankshares (EBC) in Q4 2022, closing a stake of 25,050 shares — an estimated $492K sold.

SteelPeak Wealth first reported a position in EBC in Q4 2020 and held it in 8 quarters. The position peaked at $1.59M in Q4 2020. 213 funds tracked by Wall St. Rank hold EBC as of Q4 2022.

SteelPeak Wealth reported no remaining Eastern Bankshares position as of Q4 2022 after selling out during the quarter.
SteelPeak Wealth sold 25,050 Eastern Bankshares shares in Q4 2022, an estimated $492K.
SteelPeak Wealth first reported a position in Eastern Bankshares in Q4 2020 and held it in 8 quarters.
SteelPeak Wealth's Eastern Bankshares position peaked at $1.59M in Q4 2020.
213 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2022.

Based on SteelPeak Wealth's 13F filing for Q4 2022, filed 25 Jan 2023.