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Jeffrey Smith

@Eastern Bank

Latest period2024 - Q4ReportedManaged Assets$5.381BTotal holdings938
Assets growth rate-3.59%Assets growth rate (2-Q avg)60.94%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Eastern Bank's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 938 positions.

Assets under management

The assets under management (AUM) of Eastern Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 5.381B in assets, with a quarterly growth rate of -3.59% and a 2-quarter average growth rate of 60.94%. The portfolio is managed by Jeffrey Smith, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -0.22%
5.35%
$287.829M
682,869 shares@ $421.51 avg price
AAPLApple Inc
Recent Activity
Decreased -0.68%
5.32%
$285.82M
1.141M shares@ $250.43 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.75%
3.05%
$163.992M
866,308 shares@ $189.31 avg price
AMZNAmazon.com Inc
Recent Activity
Decreased -1.09%
3.02%
$162.182M
739,240 shares@ $219.4 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -1.18%
2.89%
$155.374M
670,177 shares@ $231.84 avg price
WMTWalmart Inc
Recent Activity
Decreased -0.21%
2.26%
$121.425M
1.344M shares@ $90.35 avg price
SPYSsga Funds Management Inc
Recent Activity
Decreased -1.64%
2.09%
$112.437M
191,845 shares@ $586.09 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -0.22%
2.03%
$109.007M
454,745 shares@ $239.72 avg price
VEAVanguard Etf Usa
Recent Activity
Decreased -3.66%
1.77%
$95.169M
1.99M shares@ $47.82 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.2%
1.39%
$74.657M
694,033 shares@ $107.57 avg price