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
XEMDXLegg Mason Partners Fund Advisor Llc Recent Activity Exited	0%	$20,665 2,030 shares@ $10.18 avg price	Exited
WHRWhirlpool Corp Recent Activity Exited	0%	$18,725 175 shares@ $107.0 avg price	Exited
MROMarathon Oil Corp Recent Activity Exited	0%	$17,043 640 shares@ $26.63 avg price	Exited
IBDPIshares Etfs Usa Recent Activity Exited	0%	$17,017 675 shares@ $25.22 avg price	Exited
RELXRelx Plc Recent Activity Exited	0%	$10,489 221 shares@ $47.47 avg price	Exited
CRHCrh Recent Activity Exited	0%	$9,923 107 shares@ $92.74 avg price	Exited
BIPCBrookfield Infrastructure Part Recent Activity Exited	0%	$8,121 187 shares@ $43.43 avg price	Exited
OCOwens Corning Recent Activity Exited	0%	$5,649 32 shares@ $176.54 avg price	Exited
FISFidelity National Information Recent Activity Exited	0%	$5,276 63 shares@ $83.75 avg price	Exited
VIRTVirtu Financial Inc Recent Activity Exited	0%	$4,721 155 shares@ $30.46 avg price	Exited