Welch & Forbes’s Eastern Bankshares EBC Stock Holding History

Welch & Forbes’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 Q2	–	Sell	-19,700	Closed	-$271K	–	372
2024 Q1	$271K	Sell	19,700 -11,800	-37%	-$160K	﹤0.01%	348
2023 Q4	$447K	Sell	31,500 -12,500	-28%	-$156K	0.01%	296
2023 Q3	$552K	Sell	44,000 -34,000	-44%	-$457K	0.01%	268
2023 Q2	$957K	Hold	78,000	–	–	0.02%	235
2023 Q1	$984K	Hold	78,000	–	–	0.02%	234
2022 Q4	$1.35M	Sell	78,000 -5,000	-6%	-$95.6K	0.02%	195
2022 Q3	$1.63M	Hold	83,000	–	–	0.03%	185
2022 Q2	$1.53M	Buy	83,000 +30,500	+58%	+$591K	0.03%	193
2022 Q1	$1.13M	Buy	+52,500	New	+$1.12M	0.02%	218

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Welch & Forbes's EBC Position: Q2 2024 in Review

Welch & Forbes sold out of Eastern Bankshares (EBC) in Q2 2024, closing a stake of 19,700 shares — an estimated $271K sold.

Welch & Forbes first reported a position in EBC in Q1 2022 and held it in 9 quarters. The position peaked at $1.63M in Q3 2022. 194 funds tracked by Wall St. Rank hold EBC as of Q2 2024.

Welch & Forbes reported no remaining Eastern Bankshares position as of Q2 2024 after selling out during the quarter.
Welch & Forbes sold 19,700 Eastern Bankshares shares in Q2 2024, an estimated $271K.
Welch & Forbes first reported a position in Eastern Bankshares in Q1 2022 and held it in 9 quarters.
Welch & Forbes's Eastern Bankshares position peaked at $1.63M in Q3 2022.
194 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2024.

Based on Welch & Forbes's 13F filing for Q2 2024, filed 2 Aug 2024.