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
TXTTextron Inc Recent Activity New Position	0.01%	$41,611 544 shares@ $76.5 avg price	New Position
RHIRobert Half Inc Recent Activity New Position	0.01%	$35,230 500 shares@ $70.46 avg price	New Position
EDVVanguard Group Inc The Recent Activity New Position	0.01%	$33,860 500 shares@ $67.72 avg price	New Position
VBRVanguard Etf Usa Recent Activity New Position	0.01%	$32,105 162 shares@ $198.18 avg price	New Position
VLUEBlackrock Fund Advisors Recent Activity New Position	0.01%	$31,894 302 shares@ $105.61 avg price	New Position
VTVanguard Etf Usa Recent Activity New Position	0.01%	$29,370 250 shares@ $117.48 avg price	New Position
MMSMaximus Inc Recent Activity New Position	0.01%	$29,114 390 shares@ $74.66 avg price	New Position
PBAPembina Pipeline Corp Recent Activity New Position	0.01%	$28,895 782 shares@ $36.96 avg price	New Position
GDXVan Eck Associates Corp Recent Activity New Position	0.01%	$25,433 750 shares@ $33.92 avg price	New Position
GNTXGentex Corp Recent Activity New Position	0.01%	$24,421 850 shares@ $28.74 avg price	New Position