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
ONTOOnto Innovation Inc Recent Activity Exited	0%	$65,381 315 shares@ $207.56 avg price	Exited
CLFCleveland Cliffs Com Recent Activity Exited	0%	$63,850 5,000 shares@ $12.77 avg price	Exited
PSLVSprott Asset Management Cefs Recent Activity Exited	0%	$45,301 4,335 shares@ $10.46 avg price	Exited
FLOTIshares Tr Recent Activity Exited	0%	$40,832 800 shares@ $51.04 avg price	Exited
SMCISuper Micro Computer Inc Recent Activity Exited	0%	$35,394 85 shares@ $416.4 avg price	Exited
AGRAvangrid Inc Recent Activity Exited	0%	$30,207 844 shares@ $35.8 avg price	Exited
HYLBInvesco Advisers Inc - Us Recent Activity Exited	0%	$27,173 736 shares@ $36.92 avg price	Exited
MFICMidcap Financial Investment Co Recent Activity Exited	0%	$24,102 1,800 shares@ $13.39 avg price	Exited
SWSmurfit Westrock Plc Recent Activity Exited	0%	$23,969 485 shares@ $49.43 avg price	Exited
EQTEqt Corp Recent Activity Exited	0%	$23,083 630 shares@ $36.64 avg price	Exited