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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
VGLTVanguard Etf Usa
Recent Activity
New Position
0.01%
$1,107
20 shares@ $55.35 avg price
VWOBVanguard Group Inc The
Recent Activity
New Position
0.01%
$568
9 shares@ $63.12 avg price
OBEObsidian Energy Ltd
Recent Activity
New Position
0.01%
$162
28 shares@ $5.79 avg price
GTXGarrett Motion Inc
Recent Activity
New Position
0.01%
$45
5 shares@ $9.0 avg price
IAFAberdeen Closed End Funds Usa
Recent Activity
New Position
0.01%
$25
6 shares@ $4.17 avg price
CHICalamos Funds Usa
Recent Activity
New Position
0.01%
$4
0 shares@ $0.0 avg price