test

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
VRSKVerisk Analytics Inc
Recent Activity
Decreased -1.67%
0.27%
$14.259M
51,768 shares@ $275.44 avg price
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
JJacobs Solutions Inc
Recent Activity
Decreased -1.51%
0.26%
$13.572M
101,568 shares@ $133.62 avg price
ICEIntercontinental Exchange
Recent Activity
Decreased -0.04%
0.25%
$13.347M
89,569 shares@ $149.02 avg price
TJXTjx Cos Inc The
Recent Activity
Decreased -3.02%
0.25%
$13.325M
110,294 shares@ $120.82 avg price
BRK.BBerkshire Hathaway Inc
Recent Activity
Increased 1.5%
0.25%
$13.255M
29,243 shares@ $453.28 avg price
ESGDIshares Etfs Usa
Recent Activity
Decreased -2.28%
0.25%
$13.055M
171,454 shares@ $76.14 avg price
UBERUber Technologies Inc
Recent Activity
Increased 1.43%
0.24%
$12.441M
206,243 shares@ $60.33 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -36.35%
0.23%
$12.005M
83,008 shares@ $144.63 avg price