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Weld Capital Management’s Eastern Bankshares EBC Stock Holding History

Weld Capital Management’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
2021
Q1 		– Sell
-14,098
Closed -$230K – 381
2020
Q4 		$230K Buy
+14,098
New +$200K 0.09% 352

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FCM
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American Century Companies
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Weld Capital Management's EBC Position: Q1 2021 in Review

Weld Capital Management sold out of Eastern Bankshares (EBC) in Q1 2021, closing a stake of 14,098 shares — an estimated $230K sold.

Weld Capital Management first reported a position in EBC in Q4 2020 and held it in 1 quarter. The position peaked at $230K in Q4 2020. 150 funds tracked by Wall St. Rank hold EBC as of Q1 2021.

  • Weld Capital Management reported no remaining Eastern Bankshares position as of Q1 2021 after selling out during the quarter.
  • Weld Capital Management sold 14,098 Eastern Bankshares shares in Q1 2021, an estimated $230K.
  • Weld Capital Management first reported a position in Eastern Bankshares in Q4 2020 and held it in 1 quarter.
  • Weld Capital Management's Eastern Bankshares position peaked at $230K in Q4 2020.
  • 150 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2021.

Based on Weld Capital Management's 13F filing for Q1 2021, filed 17 May 2021.