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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
IBMIntl Business Mchn
Recent Activity
Increased 40.49%
0.13%
$6.934M
31,544 shares@ $219.84 avg price
ATOAtmos Energy Corp
Recent Activity
Increased 1.38%
0.12%
$6.299M
45,232 shares@ $139.27 avg price
IWDIshares Trust
Recent Activity
Increased 1.1%
0.12%
$6.174M
33,348 shares@ $185.14 avg price
XLCSsga Funds Management Inc
Recent Activity
Increased 0.77%
0.09%
$4.781M
49,385 shares@ $96.81 avg price
VOOVanguard
Recent Activity
Increased 0.03%
0.09%
$4.381M
8,130 shares@ $538.82 avg price
DLRDigital Realty Trust Inc
Recent Activity
Increased 0.51%
0.08%
$4.128M
23,281 shares@ $177.34 avg price
SCHDCharles Schwab Investment Management Inc
Recent Activity
Increased 155.12%
0.08%
$4.055M
148,433 shares@ $27.33 avg price
DISWalt Disney Co The
Recent Activity
Increased 1.23%
0.07%
$3.427M
30,781 shares@ $111.36 avg price
BABoeing Co
Recent Activity
Increased 13.07%
0.05%
$2.425M
13,703 shares@ $177.0 avg price
XLISsga Funds Management Inc
Recent Activity
Increased 2.93%
0.05%
$2.382M
18,076 shares@ $131.77 avg price