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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
EFABlackrock Fund Advisors
Recent Activity
Increased 57.35%
0.05%
$2.363M
31,258 shares@ $75.62 avg price
ROLRollins Inc
Recent Activity
Increased 0.48%
0.05%
$2.337M
50,410 shares@ $46.35 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 5%
0.05%
$2.227M
4,266 shares@ $521.96 avg price
CSCOCisco Systems
Recent Activity
Increased 2.16%
0.04%
$2.135M
36,067 shares@ $59.2 avg price
BNDVanguard Etf Usa
Recent Activity
Increased 0.3%
0.04%
$1.982M
27,557 shares@ $71.92 avg price
QCOMQualcomm Inc
Recent Activity
Increased 15.56%
0.04%
$1.716M
11,171 shares@ $153.62 avg price
MDTMedtronic Plc
Recent Activity
Increased 0.17%
0.04%
$1.69M
21,156 shares@ $79.88 avg price
MYIBlackrock Funds Closed-end Usa
Recent Activity
Increased 22.81%
0.03%
$1.449M
131,231 shares@ $11.04 avg price
MMM3m Co
Recent Activity
Increased 0.51%
0.03%
$1.416M
10,967 shares@ $129.09 avg price
KMBKimberly-clark Cp
Recent Activity
Increased 0.35%
0.03%
$1.399M
10,677 shares@ $131.04 avg price