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Tortoise Investment Management’s Eastern Bankshares EBC Stock Holding History

Tortoise Investment 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
2026
Q1 		$244K Hold
12,478
– – 0.02% 219
2025
Q4 		$230K Hold
12,478
– – 0.02% 218
2025
Q3 		$226K Hold
12,478
– – 0.02% 216
2025
Q2 		$191K Hold
12,478
– – 0.02% 223
2025
Q1 		$205K Hold
12,478
– – 0.02% 213
2024
Q4 		$215K Hold
12,478
– – 0.02% 214
2024
Q3 		$205K Buy
12,478
+2,478
+25% +$39.2K 0.02% 216
2024
Q2 		$140K Hold
10,000
– – 0.02% 261
2024
Q1 		$138K Buy
+10,000
New +$136K 0.02% 258

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VPM
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VCM
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State Street
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HAM
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Jennison Associates
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