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
ESMLIshares Etfs Usa Recent Activity Exited	0%	$4,684 112 shares@ $41.83 avg price	Exited
SCHPCharles Schwab Investment Management Inc Recent Activity Exited	0%	$4,290 80 shares@ $53.63 avg price	Exited
UNFIUnited Natural Foods Inc Recent Activity Exited	0%	$4,205 250 shares@ $16.82 avg price	Exited
BEPCBrookfield Renewable Partners Recent Activity Exited	0%	$3,266 100 shares@ $32.66 avg price	Exited
AYAtlantica Sustainable Infrastr Recent Activity Exited	0%	$3,077 140 shares@ $21.98 avg price	Exited
BOOTBoot Barn Holdings Inc Recent Activity Exited	0%	$2,844 17 shares@ $167.3 avg price	Exited
BHEBenchmark Electronics Inc Recent Activity Exited	0%	$2,438 55 shares@ $44.33 avg price	Exited
ICSHIshares Etfs Usa Recent Activity Exited	0%	$2,283 45 shares@ $50.74 avg price	Exited
DWASInvesco Etfs Usa Recent Activity Exited	0%	$1,022 11 shares@ $92.91 avg price	Exited
KSCPKnightscope Inc Recent Activity Exited	0%	$442 60 shares@ $7.37 avg price	Exited