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