$160 Million is the total value of Essex Savings Bank's 673 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-01
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CHEVRON CORP NEW | 23 | Q2 2024 | 8.4% |
| APPLE INC | 23 | Q2 2024 | 6.8% |
| EXXON MOBIL CORPORATION | 23 | Q2 2024 | 7.1% |
| JOHNSON & JOHNSON COM | 23 | Q2 2024 | 6.1% |
| AUTOMATIC DATA PROCESSING INC - TAXABLE | 23 | Q2 2024 | 4.3% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q2 2024 | 4.2% |
| MICROSOFT CORP | 23 | Q2 2024 | 3.2% |
| TARGET CORPORATION | 23 | Q2 2024 | 2.9% |
| HOME DEPOT INC | 23 | Q2 2024 | 2.5% |
| PROCTER & GAMBLE CO. | 23 | Q2 2024 | 2.5% |
View Essex Savings Bank's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-19 |
View Essex Savings Bank's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.