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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
HIGHartford Financial Services Gr
Recent Activity
Decreased -1.69%
0.43%
$22.761M
208,055 shares@ $109.4 avg price
CRMSalesforce Inc
Recent Activity
Decreased -2.49%
0.41%
$21.994M
65,785 shares@ $334.33 avg price
APDAir Products And Chemicals Inc
Recent Activity
Decreased -1.07%
0.4%
$21.406M
73,805 shares@ $290.04 avg price
ADPAutomatic Data Processing
Recent Activity
Decreased -1.29%
0.39%
$20.574M
70,283 shares@ $292.73 avg price
ORLYO'reilly Automotive Inc
Recent Activity
Decreased -0.01%
0.38%
$20.371M
17,179 shares@ $1185.8 avg price
AEPAmerican Electric Power Co Inc
Recent Activity
Decreased -0.9%
0.38%
$19.966M
216,476 shares@ $92.24 avg price
COPConocophillips
Recent Activity
Decreased -0.07%
0.35%
$18.542M
186,971 shares@ $99.17 avg price
AMTAmerican Tower Corp
Recent Activity
Decreased -2.02%
0.35%
$18.405M
100,348 shares@ $183.42 avg price
NFLXNetflix Inc
Recent Activity
Decreased -0.69%
0.33%
$17.514M
19,649 shares@ $891.32 avg price
KLACKla Corp
Recent Activity
Decreased -3.04%
0.32%
$16.719M
26,534 shares@ $630.11 avg price