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Essex Savings Bank Buys ISHARES TRUST, Johnson & Johnson, Chevron Corp, Sells SSGA SPDR S&P 500, The Travelers Inc, ISHARES TRUST

Investment company Essex Savings Bank (Current Portfolio) buys ISHARES TRUST, Johnson & Johnson, Chevron Corp, Procter & Gamble Co, The Home Depot Inc, sells SSGA SPDR S&P 500, The Travelers Inc, ISHARES TRUST, ISHARES TRUST, iShares U.S. Preferred Stock during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Essex Savings Bank. As of 2020Q3, Essex Savings Bank owns 175 stocks with a total value of $204 million. These are the details of the buys and sells.

For the details of Essex Savings Bank's stock buys and sells, go to https://www.gurufocus.com/guru/essex+savings+bank/current-portfolio/portfolio

These are the top 5 holdings of Essex Savings Bank
  1. Apple Inc (AAPL) - 111,878 shares, 6.35% of the total portfolio. Shares reduced by 0.32%
  2. Johnson & Johnson (JNJ) - 79,903 shares, 5.83% of the total portfolio. Shares added by 22.13%
  3. Chevron Corp (CVX) - 134,412 shares, 4.75% of the total portfolio. Shares added by 23.20%
  4. Exxon Mobil Corp (XOM) - 179,708 shares, 3.02% of the total portfolio. Shares added by 23.47%
  5. Automatic Data Processing Inc (ADP) - 43,660 shares, 2.99% of the total portfolio.
New Purchase: ISHARES TRUST (MUB)

Essex Savings Bank initiated holding in ISHARES TRUST. The purchase prices were between $115.26 and $117.22, with an estimated average price of $116.18. The stock is now traded at around $115.23. The impact to a portfolio due to this purchase was 1.68%. The holding were 29,582 shares as of .

New Purchase: Starbucks Corp (SBUX)

Essex Savings Bank initiated holding in Starbucks Corp. The purchase prices were between $72.65 and $88.38, with an estimated average price of $79.77. The stock is now traded at around $89.68. The impact to a portfolio due to this purchase was 0.42%. The holding were 9,889 shares as of .

New Purchase: Trane Technologies PLC (TT)

Essex Savings Bank initiated holding in Trane Technologies PLC. The purchase prices were between $88.86 and $124.87, with an estimated average price of $112.04. The stock is now traded at around $126.21. The impact to a portfolio due to this purchase was 0.32%. The holding were 5,310 shares as of .

New Purchase: DuPont de Nemours Inc (DD)

Essex Savings Bank initiated holding in DuPont de Nemours Inc. The purchase prices were between $50.91 and $60.77, with an estimated average price of $55.84. The stock is now traded at around $58.24. The impact to a portfolio due to this purchase was 0.25%. The holding were 9,249 shares as of .

New Purchase: Truist Financial Corp (TFC)

Essex Savings Bank initiated holding in Truist Financial Corp. The purchase prices were between $33.61 and $40.81, with an estimated average price of $37.68. The stock is now traded at around $42.82. The impact to a portfolio due to this purchase was 0.2%. The holding were 10,678 shares as of .

New Purchase: Paychex Inc (PAYX)

Essex Savings Bank initiated holding in Paychex Inc. The purchase prices were between $71.63 and $79.77, with an estimated average price of $75.13. The stock is now traded at around $82.93. The impact to a portfolio due to this purchase was 0.2%. The holding were 5,090 shares as of .

Added: Johnson & Johnson (JNJ)

Essex Savings Bank added to a holding in Johnson & Johnson by 22.13%. The purchase prices were between $140.38 and $153.83, with an estimated average price of $147.87. The stock is now traded at around $143.41. The impact to a portfolio due to this purchase was 1.06%. The holding were 79,903 shares as of .

Added: Chevron Corp (CVX)

Essex Savings Bank added to a holding in Chevron Corp by 23.20%. The purchase prices were between $71.8 and $91.39, with an estimated average price of $84.13. The stock is now traded at around $71.10. The impact to a portfolio due to this purchase was 0.89%. The holding were 134,412 shares as of .

Added: Procter & Gamble Co (PG)

Essex Savings Bank added to a holding in Procter & Gamble Co by 52.44%. The purchase prices were between $119.98 and $140.51, with an estimated average price of $132.66. The stock is now traded at around $140.75. The impact to a portfolio due to this purchase was 0.85%. The holding were 36,308 shares as of .

Added: The Home Depot Inc (HD)

Essex Savings Bank added to a holding in The Home Depot Inc by 46.47%. The purchase prices were between $247.35 and $291.93, with an estimated average price of $270.51. The stock is now traded at around $276.89. The impact to a portfolio due to this purchase was 0.81%. The holding were 18,690 shares as of .

Added: Walmart Inc (WMT)

Essex Savings Bank added to a holding in Walmart Inc by 196.99%. The purchase prices were between $118.89 and $147.68, with an estimated average price of $133.31. The stock is now traded at around $141.95. The impact to a portfolio due to this purchase was 0.62%. The holding were 13,724 shares as of .

Added: Exxon Mobil Corp (XOM)

Essex Savings Bank added to a holding in Exxon Mobil Corp by 23.47%. The purchase prices were between $34.28 and $44.97, with an estimated average price of $40.9. The stock is now traded at around $33.16. The impact to a portfolio due to this purchase was 0.57%. The holding were 179,708 shares as of .

Sold Out: ISHARES TRUST (EEM)

Essex Savings Bank sold out a holding in ISHARES TRUST. The sale prices were between $40.44 and $45.55, with an estimated average price of $43.87.

Sold Out: iShares U.S. Preferred Stock (PFF)

Essex Savings Bank sold out a holding in iShares U.S. Preferred Stock. The sale prices were between $34.54 and $36.7, with an estimated average price of $35.97.

Sold Out: The Travelers Companies Inc (TRV)

Essex Savings Bank sold out a holding in The Travelers Companies Inc. The sale prices were between $107.44 and $122.24, with an estimated average price of $114.64.

Sold Out: ISHARES TRUST (EFAV)

Essex Savings Bank sold out a holding in ISHARES TRUST. The sale prices were between $66.21 and $69.64, with an estimated average price of $68.07.

Sold Out: Annaly Capital Management Inc (NLY)

Essex Savings Bank sold out a holding in Annaly Capital Management Inc. The sale prices were between $6.3 and $7.63, with an estimated average price of $7.22.

Sold Out: Invesco International Dividend Achievers ETF (PID)

Essex Savings Bank sold out a holding in Invesco International Dividend Achievers ETF. The sale prices were between $12.12 and $13.53, with an estimated average price of $12.95.

Reduced: SSGA SPDR S&P 500 (SPY)

Essex Savings Bank reduced to a holding in SSGA SPDR S&P 500 by 36.06%. The sale prices were between $310.52 and $357.7, with an estimated average price of $331.29. The stock is now traded at around $338.87. The impact to a portfolio due to this sale was -0.33%. Essex Savings Bank still held 3,210 shares as of .



Here is the complete portfolio of Essex Savings Bank. Also check out:

1. Essex Savings Bank's Undervalued Stocks
2. Essex Savings Bank's Top Growth Companies, and
3. Essex Savings Bank's High Yield stocks
4. Stocks that Essex Savings Bank keeps buying

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