Essex Savings Bank Reduced Holdings in Q1 2025

Essex Savings Bank

  • $400 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
-31
- 0.83%
$89.38 - $106.18 $2.77K - $3.29K
3.69K $372K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-17
- 1.2%
$208.48 - $244.03 $3.54K - $4.15K
1.4K $341K
CSCO
Cisco Systems, Inc.

Technology
-754
- 2.12%
$58.74 - $64.87 $44.3K - $48.9K
34.8K $2.14M
GD
General Dynamics Corp

Industrials
-16
- 0.29%
$241.94 - $272.58 $3.87K - $4.36K
5.43K $1.48M
CB
Chubb LTD

Financial Services
-38
- 1.68%
$257.71 - $301.99 $9.79K - $11.5K
2.23K $672K
TRV
Travelers Companies, Inc.

Financial Services
-24
- 0.96%
$232.43 - $265.13 $5.58K - $6.36K
2.48K $654K
PSX
Phillips 66

Energy
-4
- 0.07%
$113.93 - $131.55 $456 - $526
5.55K $685K
IEFA
Ishares Tr

ETFs
-146
- 1.22%
$69.57 - $78.65 $10.2K - $11.5K
11.9K $897K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1
- 0.14%
$402.49 - $513.76 $402 - $514
691 $335K
EFV
Msci Eafe Value ETF

ETFs
-36
- 0.4%
$51.88 - $60.73 $1.87K - $2.19K
8.98K $529K
LNG
Cheniere Energy, Inc.

Energy
-7
- 0.18%
$209.32 - $253.66 $1.47K - $1.78K
3.96K $917K
EXC
Exelon Corp

Utilities
-30
- 0.39%
$37.3 - $46.08 $1.12K - $1.38K
7.73K $356K
GILD
Gilead Sciences, Inc.

Healthcare
-231
- 4.98%
$89.14 - $117.41 $20.6K - $27.1K
4.41K $494K
AEP
American Electric Power CO Inc

Utilities
-4
- 0.09%
$90.32 - $109.27 $361 - $437
4.3K $469K
SCHW
Schwab Charles Corp

Financial Services
-146
- 0.67%
$71.24 - $83.64 $10.4K - $12.2K
21.7K $1.7M
DUK
Duke Energy Corp

Utilities
-159
- 2.04%
$105.87 - $121.97 $16.8K - $19.4K
7.62K $929K
T
At&T Inc.

Communication Services
-503
- 2.36%
$21.56 - $28.28 $10.8K - $14.2K
20.8K $588K
ABT
Abbott Laboratories

Healthcare
-119
- 1.86%
$111.1 - $140.22 $13.2K - $16.7K
6.26K $830K
KMB
Kimberly Clark Corp

Consumer Defensive
-100
- 0.87%
$124.46 - $147.4 $12.4K - $14.7K
11.4K $1.62M
MCD
Mcdonalds Corp

Consumer Cyclical
-149
- 2.03%
$279.74 - $321.29 $41.7K - $47.9K
7.18K $2.24M
CI
Cigna Corp

Healthcare
-15
- 0.45%
$274.49 - $329.0 $4.12K - $4.94K
3.33K $1.1M
AMGN
Amgen Inc

Healthcare
-54
- 1.27%
$258.59 - $327.36 $14K - $17.7K
4.19K $1.31M
DE
Deere & CO

Industrials
-15
- 0.28%
$408.57 - $509.27 $6.13K - $7.64K
5.32K $2.49M
V
Visa Inc.

Financial Services
-568
- 3.64%
$306.92 - $362.71 $174K - $206K
15K $5.27M
ABBV
Abb Vie Inc.

Healthcare
-64
- 0.47%
$169.2 - $216.66 $10.8K - $13.9K
13.5K $2.83M
ADP
Automatic Data Processing Inc

Industrials
-245
- 0.56%
$286.85 - $318.64 $70.3K - $78.1K
43.6K $13.3M
CVX
Chevron Corp

Energy
-943
- 0.7%
$146.71 - $167.97 $138K - $158K
133K $22.3M
Activity Summary
Buys All Purchases 117 New Holdings 13 Increased Positions 104 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Essex Savings Bank Portfolio

Follow Essex Savings Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essex Savings Bank, based on Form 13F filings with the SEC.

News

Stay updated on Essex Savings Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email