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Truvestments Capital’s Eastern Bankshares EBC Stock Holding History

Truvestments Capital’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
-170
Closed -$2.93K – 739
2022
Q4 		$2.93K Buy
+170
New +$3.25K ﹤0.01% 652
2022
Q1 		– Sell
-302
Closed -$6K – 285
2021
Q4 		$6K Sell
302
-35
-10% -$726 ﹤0.01% 454
2021
Q3 		$7K Buy
+337
New +$6.45K ﹤0.01% 416

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Truvestments Capital's EBC Position: Q1 2023 in Review

Truvestments Capital sold out of Eastern Bankshares (EBC) in Q1 2023, closing a stake of 170 shares — an estimated $2.93K sold.

Truvestments Capital first reported a position in EBC in Q3 2021 and held it in 3 quarters. The position peaked at $7K in Q3 2021. 203 funds tracked by Wall St. Rank hold EBC as of Q1 2023.

  • Truvestments Capital reported no remaining Eastern Bankshares position as of Q1 2023 after selling out during the quarter.
  • Truvestments Capital sold 170 Eastern Bankshares shares in Q1 2023, an estimated $2.93K.
  • Truvestments Capital first reported a position in Eastern Bankshares in Q3 2021 and held it in 3 quarters.
  • Truvestments Capital's Eastern Bankshares position peaked at $7K in Q3 2021.
  • 203 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2023.

Based on Truvestments Capital's 13F filing for Q1 2023, filed 12 May 2023.