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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
EYLDCambria Etfs Usa
Recent Activity
Exited
0%
$381
11 shares@ $34.64 avg price
IBTKIshares Etfs Usa
Recent Activity
Exited
0%
$120
6 shares@ $20.0 avg price
IGROIshares Etfs Usa
Recent Activity
Exited
0%
$75
1 shares@ $75.0 avg price
MAXNSunpower Corp
Recent Activity
Exited
0%
$60
625 shares@ $0.1 avg price
IBTJIshares Etfs Usa
Recent Activity
Exited
0%
$22
1 shares@ $22.0 avg price
IBTLIshares Etfs Usa
Recent Activity
Exited
0%
$21
1 shares@ $21.0 avg price