ESSEX SAVINGS BANK

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Essex Savings Bank is based out of Essex. Their last reported 13F filing for Q3 2020 included $204,145,000 in managed 13F securities and a top 10 holdings concentration of 35.93%. Essex Savings Bank's largest holding is Apple Inc with shares held of 111,878. Whalewisdom has at least 8 13F filings

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09/30/2020

13F Activity

  • Market Value $204.145 Million
  • Prior Market Value $168.341 Million
  • New Purchases17 stocks
  • Additional Purchases96 stocks
  • Sold out of7 stocks
  • Reduced holdings in36 stocks
  • Top 10 Holdings % 35.93 %
  • Turnover % [1]:13.64%
  • Turnover Alt % [2]: 13.93 %
  • Time Held Top20:5.25 quarters
  • Time Held Top10:5.30 quarters
  • Time Held All:5.81 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-11-16

Performance for Q3 2020: 4.37%
Performance Last 4 Quarters: 1.09%
Performance Metrics
Stats are not available for the latest quarter

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