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Valmark Advisers’s Eastern Bankshares EBC Stock Holding History

Valmark Advisers’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
-49,704
Closed -$857K – 478
2022
Q4 		$857K Sell
49,704
-681
-1% -$13K 0.02% 232
2022
Q3 		$990K Sell
50,385
-1,273
-2% -$25.5K 0.02% 187
2022
Q2 		$954K Hold
51,658
– – 0.02% 196
2022
Q1 		$1.11M Buy
51,658
+547
+1% +$11.6K 0.02% 195
2021
Q4 		$1.03M Buy
51,111
+5,751
+13% +$119K 0.02% 193
2021
Q3 		$921K Buy
45,360
+1,141
+3% +$21.8K 0.02% 194
2021
Q2 		$910K Buy
44,219
+3,249
+8% +$68.9K 0.02% 198
2021
Q1 		$790K Buy
+40,970
New +$712K 0.02% 212

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

Valmark Advisers's EBC Position: Q1 2023 in Review

Valmark Advisers sold out of Eastern Bankshares (EBC) in Q1 2023, closing a stake of 49,704 shares — an estimated $857K sold.

Valmark Advisers first reported a position in EBC in Q1 2021 and held it in 8 quarters. The position peaked at $1.11M in Q1 2022. 203 funds tracked by Wall St. Rank hold EBC as of Q1 2023.

  • Valmark Advisers reported no remaining Eastern Bankshares position as of Q1 2023 after selling out during the quarter.
  • Valmark Advisers sold 49,704 Eastern Bankshares shares in Q1 2023, an estimated $857K.
  • Valmark Advisers first reported a position in Eastern Bankshares in Q1 2021 and held it in 8 quarters.
  • Valmark Advisers's Eastern Bankshares position peaked at $1.11M in Q1 2022.
  • 203 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2023.

Based on Valmark Advisers's 13F filing for Q1 2023, filed 2 May 2023.