UMB Bank’s Eastern Bankshares EBC Stock Holding History

UMB Bank’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
2024 Q4	–	Sell	-12,000	Closed	-$197K	–	2099
2024 Q3	$197K	Hold	12,000	–	–	﹤0.01%	572
2024 Q2	$168K	Hold	12,000	–	–	﹤0.01%	592
2024 Q1	$165K	Hold	12,000	–	–	﹤0.01%	609
2023 Q4	$170K	Hold	12,000	–	–	﹤0.01%	615
2023 Q3	$150K	Hold	12,000	–	–	﹤0.01%	620
2023 Q2	$147K	Hold	12,000	–	–	﹤0.01%	629
2023 Q1	$151K	Hold	12,000	–	–	﹤0.01%	619
2022 Q4	$207K	Hold	12,000	–	–	﹤0.01%	575
2022 Q3	$236K	Hold	12,000	–	–	﹤0.01%	567
2022 Q2	$222K	Hold	12,000	–	–	﹤0.01%	605
2022 Q1	$258K	Hold	12,000	–	–	﹤0.01%	606
2021 Q4	$242K	Buy	+12,000	New	+$249K	﹤0.01%	631

Other funds holding EBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

UMB Bank's EBC Position: Q4 2024 in Review

UMB Bank sold out of Eastern Bankshares (EBC) in Q4 2024, closing a stake of 12,000 shares — an estimated $197K sold.

UMB Bank first reported a position in EBC in Q4 2021 and held it in 12 quarters. The position peaked at $258K in Q1 2022. 245 funds tracked by Wall St. Rank hold EBC as of Q4 2024.

UMB Bank reported no remaining Eastern Bankshares position as of Q4 2024 after selling out during the quarter.
UMB Bank sold 12,000 Eastern Bankshares shares in Q4 2024, an estimated $197K.
UMB Bank first reported a position in Eastern Bankshares in Q4 2021 and held it in 12 quarters.
UMB Bank's Eastern Bankshares position peaked at $258K in Q1 2022.
245 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.