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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
VVisa Inc
Recent Activity
Increased 1.86%
1.97%
$105.576M
334,060 shares@ $316.05 avg price
VEAVanguard Etf Usa
Recent Activity
Decreased -3.66%
1.77%
$95.169M
1.99M shares@ $47.82 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.22%
1.71%
$91.871M
156,908 shares@ $585.52 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.1%
1.51%
$81.067M
160,257 shares@ $505.86 avg price
IVVIshares
Recent Activity
Increased 7.12%
1.42%
$75.945M
129,008 shares@ $588.69 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.2%
1.39%
$74.657M
694,033 shares@ $107.57 avg price
AXPAmer Express Co
Recent Activity
Increased 0.9%
1.38%
$73.81M
248,695 shares@ $296.8 avg price
LLYEli Lilly & Co
Recent Activity
Increased 0.25%
1.3%
$69.695M
90,279 shares@ $772.01 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -0.46%
1.25%
$66.816M
201,331 shares@ $331.87 avg price
NEENextera Energy
Recent Activity
Increased 0.6%
1.23%
$66.177M
923,100 shares@ $71.7 avg price