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Ziegler Capital Management’s Eastern Bankshares EBC Stock Holding History

Ziegler 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
2023
Q1 		– Sell
-60,963
Closed -$1.05M – 405
2022
Q4 		$1.05M Sell
60,963
-20,757
-25% -$397K 0.04% 276
2022
Q3 		$1.6M Buy
81,720
+3,245
+4% +$64.9K 0.07% 224
2022
Q2 		$1.45M Buy
+78,475
New +$1.52M 0.06% 241

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

Ziegler Capital Management's EBC Position: Q1 2023 in Review

Ziegler Capital Management sold out of Eastern Bankshares (EBC) in Q1 2023, closing a stake of 60,963 shares — an estimated $1.05M sold.

Ziegler Capital Management first reported a position in EBC in Q2 2022 and held it in 3 quarters. The position peaked at $1.6M in Q3 2022. 203 funds tracked by Wall St. Rank hold EBC as of Q1 2023.

  • Ziegler Capital Management reported no remaining Eastern Bankshares position as of Q1 2023 after selling out during the quarter.
  • Ziegler Capital Management sold 60,963 Eastern Bankshares shares in Q1 2023, an estimated $1.05M.
  • Ziegler Capital Management first reported a position in Eastern Bankshares in Q2 2022 and held it in 3 quarters.
  • Ziegler Capital Management's Eastern Bankshares position peaked at $1.6M in Q3 2022.
  • 203 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2023.

Based on Ziegler Capital Management's 13F filing for Q1 2023, filed 4 May 2023.