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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
CVXChevron Corp
Recent Activity
Decreased -4.17%
0.67%
$35.667M
246,253 shares@ $144.85 avg price
BSCSInvesco Etfs Usa
Recent Activity
Decreased -1.68%
0.57%
$30.5M
1.515M shares@ $20.13 avg price
BSCWInvesco Etfs Usa
Recent Activity
Decreased -0.93%
0.54%
$28.597M
1.422M shares@ $20.11 avg price
BSCPInvesco Etfs Usa
Recent Activity
Decreased -1.79%
0.53%
$28.464M
1.378M shares@ $20.66 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -1.07%
0.51%
$27.232M
304,881 shares@ $89.33 avg price
EBCEastern Bankshares Inc
Recent Activity
Decreased -4%
0.45%
$24.095M
1.397M shares@ $17.26 avg price
DHRDanaher Corp
Recent Activity
Decreased -0.55%
0.45%
$24.001M
104,557 shares@ $229.56 avg price
CBTCabot Corp
Recent Activity
Decreased -2.59%
0.45%
$23.948M
262,270 shares@ $91.32 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.74%
0.43%
$23.117M
152,024 shares@ $152.06 avg price
ZTSZoetis Inc
Recent Activity
Decreased -5.83%
0.43%
$22.981M
141,047 shares@ $162.94 avg price