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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
ABBVAbbvie Inc
Recent Activity
Increased 36.7%
0.96%
$51.562M
290,164 shares@ $177.71 avg price
XMHQInvesco Etfs Usa
Recent Activity
Increased 0.96%
0.95%
$50.898M
516,890 shares@ $98.48 avg price
PNCPnc Financial Services Group I
Recent Activity
Increased 5.14%
0.94%
$50.447M
261,587 shares@ $192.85 avg price
BACBk Of America Corp
Recent Activity
Increased 11.76%
0.93%
$49.908M
1.136M shares@ $43.95 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 99.11%
0.93%
$49.529M
272,195 shares@ $181.96 avg price
IEFBlackrock Fund Advisors
Recent Activity
Increased 1.67%
0.9%
$47.939M
518,536 shares@ $92.46 avg price
EMREmerson Electric
Recent Activity
Increased 18.59%
0.88%
$47.331M
381,919 shares@ $123.94 avg price
VIGIVanguard Etf Usa
Recent Activity
Increased 0.29%
0.87%
$46.324M
579,127 shares@ $79.99 avg price
QUALBlackrock Fund Advisors
Recent Activity
Increased 7.94%
0.8%
$43.018M
241,568 shares@ $178.08 avg price
EFGBlackrock Fund Advisors
Recent Activity
Increased 1.64%
0.77%
$41.406M
427,612 shares@ $96.84 avg price