Essex Savings Bank Portfolio Holdings
Essex Savings Bank
- $398 Million
- Q4 2024
Essex Savings Bank has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $398 Million distributed in 551 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28.2M, Chevron Corp with a value of $19.5M, Exxon Mobil Corp with a value of $19.3M, Automatic Data Processing Inc with a value of $12.8M, and Microsoft Corp with a value of $12M.
Examining the 13F form we can see an increase of $161K in the current position value, from $398M to 398M.
Below you can find more details about Essex Savings Bank portfolio as well as his latest detailed transactions.
Portfolio value
$398 Million
ETFs: $72.9 Million
Technology: $71.1 Million
Industrials: $49.2 Million
Financial Services: $45.5 Million
Energy: $43 Million
Healthcare: $39.2 Million
Consumer Defensive: $25.6 Million
Consumer Cyclical: $22.4 Million
Other: $29.1 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 551
- Current Value $398 Million
- Prior Value $398 Million
- Filing
- Period Q4 2024
- Filing Date January 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 27 stocks
- Additional Purchases 127 stocks
- Sold out of 0 stocks
- Reduced holdings in 99 stocks