Jeffrey Smith

@Eastern Bank

Latest period2024 - Q4

Reported5d ago

Managed Assets$5.381B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VFHVanguard Recent Activity New Position	0.01%	$184,543 1,563 shares@ $118.07 avg price	New Position
RWMProshares Trust Recent Activity New Position	0.01%	$155,636 8,305 shares@ $18.75 avg price	New Position
TYGTortoise Capital Advisors Llc Recent Activity New Position	0.01%	$123,973 2,952 shares@ $42.0 avg price	New Position
SKYYFirst Trust Advisors Lp Recent Activity New Position	0.01%	$113,998 957 shares@ $119.13 avg price	New Position
WATWaters Corp Recent Activity New Position	0.01%	$111,294 300 shares@ $370.98 avg price	New Position
FDNFirst Trust Advisors Lp Recent Activity New Position	0.01%	$96,782 398 shares@ $243.18 avg price	New Position
USFRWisdomtree Asset Management Inc Recent Activity New Position	0.01%	$84,789 1,685 shares@ $50.32 avg price	New Position
VISVanguard World Fds Recent Activity New Position	0.01%	$75,300 296 shares@ $254.4 avg price	New Position
EVTRMorgan Stanley Etf Trust Recent Activity New Position	0.01%	$72,546 1,455 shares@ $49.86 avg price	New Position
RJFRaymond James Financial Inc Recent Activity New Position	0.01%	$68,345 440 shares@ $155.33 avg price	New Position