Sugarloaf Wealth Management’s Eastern Bankshares EBC Stock Holding History

Sugarloaf Wealth 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
2023 Q1	–	Sell	-207	Closed	-$3.58K	–	729
2022 Q4	$3.58K	Hold	207	–	–	﹤0.01%	618
2022 Q3	$5K	Buy	207 +1	+0.5%	+$20	﹤0.01%	611
2022 Q2	$4K	Buy	206 +2	+1%	+$39	﹤0.01%	628
2022 Q1	$4K	Hold	204	–	–	﹤0.01%	586
2021 Q4	$4K	Buy	204 +1	+0.5%	+$21	﹤0.01%	613
2021 Q3	$4K	Buy	203 +1	+0.5%	+$19	﹤0.01%	627
2021 Q2	$4K	Buy	202 +1	+0.5%	+$21	﹤0.01%	617
2021 Q1	$4	Buy	201 +1	+0.5%	+$17	﹤0.01%	605
2020 Q4	$3K	Buy	+200	New	+$2.84K	﹤0.01%	594

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

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

Sugarloaf Wealth Management's EBC Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Eastern Bankshares (EBC) in Q1 2023, closing a stake of 207 shares — an estimated $3.58K sold.

Sugarloaf Wealth Management first reported a position in EBC in Q4 2020 and held it in 9 quarters. The position peaked at $5K in Q3 2022. 203 funds tracked by Wall St. Rank hold EBC as of Q1 2023.

Sugarloaf Wealth Management reported no remaining Eastern Bankshares position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 207 Eastern Bankshares shares in Q1 2023, an estimated $3.58K.
Sugarloaf Wealth Management first reported a position in Eastern Bankshares in Q4 2020 and held it in 9 quarters.
Sugarloaf Wealth Management's Eastern Bankshares position peaked at $5K in Q3 2022.
203 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.