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EFS
Essex Financial Services’s
Campbell Soup
CPB
Stock Holding History
Essex Financial Services’s Portfolio
CPB Stock Details
CPB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-5,467
Closed
-$218K
–
691
2025
Q1
$218K
Buy
5,467
+145
+3%
+$5.68K
0.02%
582
2024
Q4
$223K
Sell
5,322
-1,021
-16%
-$46.1K
0.02%
574
2024
Q3
$300K
Sell
6,343
-1,079
-15%
-$52.5K
0.02%
499
2024
Q2
$363K
Buy
7,422
+1,815
+32%
+$80.9K
0.03%
438
2024
Q1
$249K
Buy
5,607
+292
+5%
+$12.6K
0.02%
458
2023
Q4
$230K
Sell
5,315
-12
-0.2%
-$494
0.02%
453
2023
Q3
$219K
Buy
5,327
+3
+0.1%
+$131
0.03%
430
2023
Q2
$243K
Buy
5,324
+9
+0.2%
+$464
0.03%
406
2023
Q1
$292K
Sell
5,315
-10
-0.2%
-$531
0.03%
386
2022
Q4
$302K
Buy
5,325
+110
+2%
+$5.77K
0.03%
358
2022
Q3
$246K
Hold
5,215
–
–
0.03%
383
2022
Q2
$251K
Hold
5,215
–
–
0.03%
405
2022
Q1
$232K
Hold
5,215
–
–
0.02%
434
2021
Q4
$227K
Hold
5,215
–
–
0.02%
442
2021
Q3
$218K
Hold
5,215
–
–
0.02%
423
2021
Q2
$262K
Hold
5,215
–
–
0.04%
354
2021
Q1
$262K
Hold
5,215
–
–
0.05%
288
2020
Q4
$252K
Hold
5,215
–
–
0.05%
269
2020
Q3
$252K
Hold
5,215
–
–
0.06%
235
2020
Q2
$259K
Hold
5,215
–
–
0.08%
208
2020
Q1
$241K
Hold
5,215
–
–
0.09%
207
2019
Q4
$258K
Buy
+5,215
New
+$247K
0.07%
228
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1-Year Est. Return
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$481B AUM
30.42%
1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
BT
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$552M AUM
5.23%
1-Year Est. Return
VanEck Associates
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$133B AUM
72.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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