UBS AM’s Eastern Bankshares EBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.05M | Sell |
411,726
-21,335
| -5% | -$426K | ﹤0.01% | 1323 |
|
|
2025
Q4 | $7.98M | Buy |
433,061
+85,185
| +24% | +$1.56M | ﹤0.01% | 1231 |
|
|
2025
Q3 | $6.31M | Sell |
347,876
-256,458
| -42% | -$4.23M | ﹤0.01% | 1263 |
|
|
2025
Q2 | $9.23M | Buy |
604,334
+171,929
| +40% | +$2.58M | ﹤0.01% | 1397 |
|
|
2025
Q1 | $7.09M | Buy |
432,405
+29,781
| +7% | +$519K | ﹤0.01% | 1386 |
|
|
2024
Q4 | $6.95M | Buy |
402,624
+86,041
| +27% | +$1.5M | ﹤0.01% | 1436 |
|
|
2024
Q3 | $5.19M | Buy |
316,583
+10,377
| +3% | +$164K | ﹤0.01% | 1551 |
|
|
2024
Q2 | $4.28M | Buy |
306,206
+125,441
| +69% | +$1.67M | ﹤0.01% | 1573 |
|
|
2024
Q1 | $2.49M | Sell |
180,765
-6,462
| -3% | -$87.8K | ﹤0.01% | 1573 |
|
|
2023
Q4 | $2.66M | Buy |
187,227
+4,060
| +2% | +$50.7K | ﹤0.01% | 1541 |
|
|
2023
Q3 | $2.3M | Buy |
183,167
+12,380
| +7% | +$167K | ﹤0.01% | 1551 |
|
|
2023
Q2 | $2.16M | Hold |
170,787
| – | – | ﹤0.01% | 1612 |
|
|
2023
Q1 | $2.16M | Buy |
170,787
+28,743
| +20% | +$443K | ﹤0.01% | 1612 |
|
|
2022
Q4 | $2.45M | Buy |
142,044
+5,398
| +4% | +$103K | ﹤0.01% | 1446 |
|
|
2022
Q3 | $2.68M | Sell |
136,646
-41,102
| -23% | -$822K | ﹤0.01% | 1446 |
|
|
2022
Q2 | $3.28M | Buy |
177,748
+11,364
| +7% | +$220K | ﹤0.01% | 1387 |
|
|
2022
Q1 | $3.58M | Buy |
166,384
+10,222
| +7% | +$218K | ﹤0.01% | 1500 |
|
|
2021
Q4 | $3.15M | Buy |
156,162
+10,534
| +7% | +$219K | ﹤0.01% | 1644 |
|
|
2021
Q3 | $2.96M | Buy |
145,628
+1,838
| +1% | +$35.2K | ﹤0.01% | 1653 |
|
|
2021
Q2 | $2.96M | Buy |
143,790
+115,314
| +405% | +$2.44M | ﹤0.01% | 1669 |
|
|
2021
Q1 | $549K | Buy |
+28,476
| New | +$495K | ﹤0.01% | 2355 |
|
Other funds holding EBC
VPM
VCM
HAM