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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
XCEMColumbia Etfs Usa
Recent Activity
Increased 0.3%
0.26%
$13.759M
464,843 shares@ $29.6 avg price
DGSWisdomtree Etfs Usa
Recent Activity
Increased 0.35%
0.26%
$13.644M
278,911 shares@ $48.92 avg price
BRK.BBerkshire Hathaway Inc
Recent Activity
Increased 1.5%
0.25%
$13.255M
29,243 shares@ $453.28 avg price
UBERUber Technologies Inc
Recent Activity
Increased 1.43%
0.24%
$12.441M
206,243 shares@ $60.33 avg price
IJHBlackrock Fund Advisors
Recent Activity
Increased 6.36%
0.19%
$9.778M
156,921 shares@ $62.32 avg price
VZVerizon Commun
Recent Activity
Increased 1.56%
0.19%
$9.771M
244,342 shares@ $40.0 avg price
USBUs Bancorp
Recent Activity
Increased 0.46%
0.18%
$9.607M
200,851 shares@ $47.83 avg price
VLTOVeralto Corp
Recent Activity
Increased 0.33%
0.16%
$8.129M
79,816 shares@ $101.85 avg price
NVONovo Holdings A S
Recent Activity
Increased 0.58%
0.15%
$7.781M
90,450 shares@ $86.02 avg price
QQQInvesco Capital Management Llc
Recent Activity
Increased 1.9%
0.14%
$7.078M
13,845 shares@ $511.23 avg price