Zeke Capital Advisors’s Eastern Bankshares EBC Stock Holding History

Zeke Capital Advisors’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
2022 Q4	$259K	Hold	15,000	–	–	0.02%	374
2022 Q3	$295K	Hold	15,000	–	–	0.02%	316
2022 Q2	$277K	Hold	15,000	–	–	0.02%	347
2022 Q1	$323K	Hold	15,000	–	–	0.02%	348
2021 Q4	$303K	Hold	15,000	–	–	0.02%	228
2021 Q3	$305K	Hold	15,000	–	–	0.02%	212
2021 Q2	$309K	Hold	15,000	–	–	0.02%	214
2021 Q1	$289K	Hold	15,000	–	–	0.02%	218
2020 Q4	$245K	Buy	+15,000	New	+$213K	0.02%	236

Other funds holding EBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Zeke Capital Advisors's EBC Position: Q4 2022 in Review

Zeke Capital Advisors held its Eastern Bankshares (EBC) position steady in Q4 2022 at 15,000 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #374.

Zeke Capital Advisors first reported a position in EBC in Q4 2020 and has held it in 9 quarters since. The position peaked at $323K in Q1 2022. 213 funds tracked by Wall St. Rank hold EBC as of Q4 2022.

Zeke Capital Advisors held 15,000 shares of Eastern Bankshares worth $259K as of Q4 2022.
Zeke Capital Advisors left its Eastern Bankshares share count unchanged in Q4 2022.
Eastern Bankshares made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #374 holding.
Zeke Capital Advisors first reported a position in Eastern Bankshares in Q4 2020 and has held it in 9 quarters since.
Zeke Capital Advisors's Eastern Bankshares position peaked at $323K in Q1 2022.
213 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.