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Essex Financial Services’s Celanese CE Stock Holding History

Essex Financial Services’s Portfolio CE Stock Details CE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,662
Closed -$218K – 635
2024
Q3 		$218K Buy
1,662
+25
+2% +$3.29K 0.02% 579
2024
Q2 		$207K Buy
+1,637
New +$250K 0.02% 577

Other funds holding CE

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Financial Services's CE Position: Q4 2024 in Review

Essex Financial Services sold out of Celanese (CE) in Q4 2024, closing a stake of 1,662 shares — an estimated $218K sold.

Essex Financial Services first reported a position in CE in Q2 2024 and held it in 2 quarters. The position peaked at $218K in Q3 2024. 567 funds tracked by Wall St. Rank hold CE as of Q4 2024.

  • Essex Financial Services reported no remaining Celanese position as of Q4 2024 after selling out during the quarter.
  • Essex Financial Services sold 1,662 Celanese shares in Q4 2024, an estimated $218K.
  • Essex Financial Services first reported a position in Celanese in Q2 2024 and held it in 2 quarters.
  • Essex Financial Services's Celanese position peaked at $218K in Q3 2024.
  • 567 funds tracked by Wall St. Rank held Celanese as of Q4 2024.

Based on Essex Financial Services's 13F filing for Q4 2024, filed 29 Jan 2025.