TFA
EBC icon

Toth Financial Advisory’s Eastern Bankshares EBC Stock Holding History

Toth Financial Advisory’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
-37,500
Closed -$736K – 744
2022
Q3 		$736K Buy
37,500
+11,000
+42% +$220K 0.13% 113
2022
Q2 		$489K Buy
+26,500
New +$514K 0.09% 139

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Toth Financial Advisory's EBC Position: Q4 2022 in Review

Toth Financial Advisory sold out of Eastern Bankshares (EBC) in Q4 2022, closing a stake of 37,500 shares — an estimated $736K sold.

Toth Financial Advisory first reported a position in EBC in Q2 2022 and held it in 2 quarters. The position peaked at $736K in Q3 2022. 213 funds tracked by Wall St. Rank hold EBC as of Q4 2022.

  • Toth Financial Advisory reported no remaining Eastern Bankshares position as of Q4 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 37,500 Eastern Bankshares shares in Q4 2022, an estimated $736K.
  • Toth Financial Advisory first reported a position in Eastern Bankshares in Q2 2022 and held it in 2 quarters.
  • Toth Financial Advisory's Eastern Bankshares position peaked at $736K in Q3 2022.
  • 213 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2022.

Based on Toth Financial Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.