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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
GBABGuggenheim Partners Investment Management Llc
Recent Activity
New Position
0.01%
$23,378
1,538 shares@ $15.21 avg price
ORealty Income Corp
Recent Activity
New Position
0.01%
$23,180
434 shares@ $53.42 avg price
TEVATeva Pharmaceutical Industries
Recent Activity
New Position
0.01%
$22,040
1,000 shares@ $22.04 avg price
SPTNSpartannash Co
Recent Activity
New Position
0.01%
$18,320
1,000 shares@ $18.32 avg price
FANGDiamondback Energy Inc
Recent Activity
New Position
0.01%
$17,366
106 shares@ $163.84 avg price
BRWSaba Capital Management Lp Usa
Recent Activity
New Position
0.01%
$16,764
2,200 shares@ $7.62 avg price
EFAVIshares Tr
Recent Activity
New Position
0.01%
$15,485
219 shares@ $70.71 avg price
EOSEaton Vance Funds Closed-end U
Recent Activity
New Position
0.01%
$14,370
600 shares@ $23.95 avg price
PDIPimco Funds Closed-end Usa
Recent Activity
New Position
0.01%
$13,756
750 shares@ $18.35 avg price
FLDRFidelity Merrimack Street Trus
Recent Activity
New Position
0.01%
$13,531
271 shares@ $49.93 avg price