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
UDRUdr Inc Recent Activity New Position	0.01%	$68,327 1,574 shares@ $43.41 avg price	New Position
PYLDPimco Etfs Usa Recent Activity New Position	0.01%	$65,085 2,511 shares@ $25.92 avg price	New Position
HCAHca Healthcare Inc Recent Activity New Position	0.01%	$61,531 205 shares@ $300.16 avg price	New Position
RDVYFirst Trust Etfs Usa Recent Activity New Position	0.01%	$56,715 959 shares@ $59.14 avg price	New Position
SCHBCharles Schwab Investment Management Inc Recent Activity New Position	0.01%	$54,480 2,400 shares@ $22.7 avg price	New Position
QLTY2023 Etf Series Trust Ii The Recent Activity New Position	0.01%	$53,933 1,687 shares@ $31.97 avg price	New Position
VDCVanguard Etf Usa Recent Activity New Position	0.01%	$50,097 237 shares@ $211.38 avg price	New Position
GSLCGoldman Sachs Asset Management Lp Recent Activity New Position	0.01%	$49,182 427 shares@ $115.19 avg price	New Position
CCDCalamos Funds Usa Recent Activity New Position	0.01%	$46,544 1,915 shares@ $24.31 avg price	New Position
HSTHost Hotels & Resorts Inc Recent Activity New Position	0.01%	$44,991 2,568 shares@ $17.52 avg price	New Position