Essex Savings Bank Portfolio Holdings
Essex Savings Bank
- $398 Million
- Q3 2024
Essex Savings Bank has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $398 Million distributed in 520 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26M, Exxon Mobil Corp with a value of $21M, Chevron Corp with a value of $19.8M, Microsoft Corp with a value of $12.3M, and Automatic Data Processing Inc with a value of $12M.
Examining the 13F form we can see an increase of $28.2M in the current position value, from $370M 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: $70.1 Million
Technology: $67.3 Million
Industrials: $49.9 Million
Healthcare: $45.3 Million
Energy: $44.6 Million
Financial Services: $43.8 Million
Consumer Defensive: $27.9 Million
Consumer Cyclical: $20.3 Million
Other: $28.9 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 520
- Current Value $398 Million
- Prior Value $370 Million
- Filing
- Period Q3 2024
- Filing Date November 01, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 26 stocks
- Additional Purchases 91 stocks
- Sold out of 0 stocks
- Reduced holdings in 110 stocks