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
CGDVCapital Research And Managemen Recent Activity New Position	0.01%	$13,011 369 shares@ $35.27 avg price	New Position
GSSTGoldman Sachs Etf Trust Recent Activity New Position	0.01%	$12,603 251 shares@ $50.22 avg price	New Position
PCHPotlatchdeltic Corp Recent Activity New Position	0.01%	$12,560 320 shares@ $39.25 avg price	New Position
FDLOFidelity Management & Research Co Llc Recent Activity New Position	0.01%	$12,542 207 shares@ $60.59 avg price	New Position
XFFCXF&c Claymore Preferred Securit Recent Activity New Position	0.01%	$12,424 800 shares@ $15.53 avg price	New Position
VAWVanguard Etf Usa Recent Activity New Position	0.01%	$12,210 65 shares@ $187.85 avg price	New Position
EPAMEpam Systems Inc Recent Activity New Position	0.01%	$11,691 50 shares@ $233.82 avg price	New Position
HGERHarbor Etf Trust Recent Activity New Position	0.01%	$9,850 445 shares@ $22.14 avg price	New Position
SRVRPacer Etfs Usa Recent Activity New Position	0.01%	$9,054 302 shares@ $29.99 avg price	New Position
BIVVanguard Etf Usa Recent Activity New Position	0.01%	$6,576 88 shares@ $74.73 avg price	New Position