UBS AM
EBSB

UBS AM’s Meridian Bancorp, Inc. EBSB Stock Holding History

UBS AM’s Portfolio EBSB Stock Details EBSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-42,537
Closed -$883K – 2947
2021
Q3 		$883K Hold
42,537
– – ﹤0.01% 2232
2021
Q2 		$870K Buy
42,537
+2,768
+7% +$57.5K ﹤0.01% 2279
2021
Q1 		$733K Hold
39,769
– – ﹤0.01% 2224
2020
Q4 		$593K Sell
39,769
-12,803
-24% -$170K ﹤0.01% 2238
2020
Q3 		$544K Buy
52,572
+3,992
+8% +$45.2K ﹤0.01% 2106
2020
Q2 		$564K Sell
48,580
-5,596
-10% -$62.1K ﹤0.01% 2066
2020
Q1 		$608K Buy
54,176
+1,924
+4% +$31.9K ﹤0.01% 1902
2019
Q4 		$1.05M Sell
52,252
-5,771
-10% -$113K ﹤0.01% 1890
2019
Q3 		$1.09M Buy
58,023
+14,511
+33% +$264K ﹤0.01% 1909
2019
Q2 		$778K Buy
43,512
+13,219
+44% +$226K ﹤0.01% 2012
2019
Q1 		$475K Buy
30,293
+1,200
+4% +$18.8K ﹤0.01% 2126
2018
Q4 		$417K Hold
29,093
– – ﹤0.01% 2067
2018
Q3 		$495K Hold
29,093
– – ﹤0.01% 2087
2018
Q2 		$557K Buy
29,093
+12,057
+71% +$236K ﹤0.01% 2058
2018
Q1 		$343K Buy
17,036
+5,300
+45% +$109K ﹤0.01% 2157
2017
Q4 		$242K Hold
11,736
– – ﹤0.01% 2211
2017
Q3 		$219K Hold
11,736
– – ﹤0.01% 2212
2017
Q2 		$198K Hold
11,736
– – ﹤0.01% 2229
2017
Q1 		$215K Hold
11,736
– – ﹤0.01% 2156
2016
Q4 		$222K Sell
11,736
-15,664
-57% -$267K ﹤0.01% 2079
2016
Q3 		$427K Hold
27,400
– – ﹤0.01% 2076
2016
Q2 		$405K Buy
27,400
+4,200
+18% +$61.1K ﹤0.01% 2061
2016
Q1 		$323K Sell
23,200
-1,900
-8% -$25.9K ﹤0.01% 2170
2015
Q4 		$354K Hold
25,100
– – ﹤0.01% 2258
2015
Q3 		$343K Hold
25,100
– – ﹤0.01% 2217
2015
Q2 		$337K Buy
+25,100
New +$326K ﹤0.01% 2295

Other funds holding EBSB

BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

UBS AM's EBSB Position: Q4 2021 in Review

UBS AM sold out of Meridian Bancorp, Inc. (EBSB) in Q4 2021, closing a stake of 42,537 shares — an estimated $883K sold.

UBS AM first reported a position in EBSB in Q2 2015 and held it in 26 quarters. The position peaked at $1.09M in Q3 2019. 2 funds tracked by Wall St. Rank hold EBSB as of Q4 2021.

  • UBS AM reported no remaining Meridian Bancorp, Inc. position as of Q4 2021 after selling out during the quarter.
  • UBS AM sold 42,537 Meridian Bancorp, Inc. shares in Q4 2021, an estimated $883K.
  • UBS AM first reported a position in Meridian Bancorp, Inc. in Q2 2015 and held it in 26 quarters.
  • UBS AM's Meridian Bancorp, Inc. position peaked at $1.09M in Q3 2019.
  • 2 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q4 2021.

Based on UBS AM's 13F filing for Q4 2021, filed 14 Feb 2022.