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Zacks Investment Management’s Eastern Bankshares EBC Stock Holding History

Zacks Investment 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
2023
Q1 		– Sell
-65,133
Closed -$1.12M – 650
2022
Q4 		$1.12M Sell
65,133
-6,118
-9% -$117K 0.02% 340
2022
Q3 		$1.4M Sell
71,251
-1,937
-3% -$38.7K 0.02% 299
2022
Q2 		$1.35M Sell
73,188
-1,524
-2% -$29.5K 0.02% 307
2022
Q1 		$1.61M Buy
+74,712
New +$1.59M 0.02% 313

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

Zacks Investment Management's EBC Position: Q1 2023 in Review

Zacks Investment Management sold out of Eastern Bankshares (EBC) in Q1 2023, closing a stake of 65,133 shares — an estimated $1.12M sold.

Zacks Investment Management first reported a position in EBC in Q1 2022 and held it in 4 quarters. The position peaked at $1.61M in Q1 2022. 203 funds tracked by Wall St. Rank hold EBC as of Q1 2023.

  • Zacks Investment Management reported no remaining Eastern Bankshares position as of Q1 2023 after selling out during the quarter.
  • Zacks Investment Management sold 65,133 Eastern Bankshares shares in Q1 2023, an estimated $1.12M.
  • Zacks Investment Management first reported a position in Eastern Bankshares in Q1 2022 and held it in 4 quarters.
  • Zacks Investment Management's Eastern Bankshares position peaked at $1.61M in Q1 2022.
  • 203 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2023.

Based on Zacks Investment Management's 13F filing for Q1 2023, filed 15 May 2023.