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Wolverine Asset Management’s Eastern Bankshares EBC Stock Holding History

Wolverine Asset 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
2024
Q3 		– Sell
-100
Closed -$1.4K – 1684
2024
Q2 		$1.4K Hold
100
– – ﹤0.01% 1520
2024
Q1 		$1.38K Hold
100
– – ﹤0.01% 1494
2023
Q4 		$1.42K Hold
100
– – ﹤0.01% 1586
2023
Q3 		$1.25K Buy
+100
New +$1.34K ﹤0.01% 1686

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wolverine Asset Management's EBC Position: Q3 2024 in Review

Wolverine Asset Management sold out of Eastern Bankshares (EBC) in Q3 2024, closing a stake of 100 shares — an estimated $1.4K sold.

Wolverine Asset Management first reported a position in EBC in Q3 2023 and held it in 4 quarters. The position peaked at $1.42K in Q4 2023. 241 funds tracked by Wall St. Rank hold EBC as of Q3 2024.

  • Wolverine Asset Management reported no remaining Eastern Bankshares position as of Q3 2024 after selling out during the quarter.
  • Wolverine Asset Management sold 100 Eastern Bankshares shares in Q3 2024, an estimated $1.4K.
  • Wolverine Asset Management first reported a position in Eastern Bankshares in Q3 2023 and held it in 4 quarters.
  • Wolverine Asset Management's Eastern Bankshares position peaked at $1.42K in Q4 2023.
  • 241 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2024.

Based on Wolverine Asset Management's 13F filing for Q3 2024, filed 4 Nov 2024.