ESL Trust Services
Latest statistics and disclosures from ESL Trust Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VIGI, AVDE, SPYG, SCHD, and represent 60.28% of ESL Trust Services's stock portfolio.
- Added to shares of these 10 stocks: IVV, BIV, BND, IEFA, FALN, SPYG, AVDE, IJH, IJR, VWO.
- Started 2 new stock positions in BND, IEFA.
- Reduced shares in these 10 stocks: SPY, VYM, CVX, MNA, EFA, XSOE, QLTA, SCHD, GQRE, AAPL.
- Sold out of its positions in CVX, VYM.
- ESL Trust Services was a net buyer of stock by $1.1M.
- ESL Trust Services has $347M in assets under management (AUM), dropping by 10.45%.
- Central Index Key (CIK): 0001785545
Tip: Access up to 7 years of quarterly data
Positions held by ESL Trust Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for ESL Trust Services
ESL Trust Services holds 22 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by ESL Trust Services
SEC 13F filings are viewable for ESL Trust Services going back to 2019
- ESL Trust Services 2023 Q4 filed Feb. 12, 2024
- ESL Trust Services 2023 Q3 filed Nov. 9, 2023
- ESL Trust Services 2023 Q2 filed Aug. 11, 2023
- ESL Trust Services 2023 Q1 filed May 12, 2023
- ESL Trust Services 2022 Q4 filed Feb. 2, 2023
- ESL Trust Services 2022 Q3 filed Oct. 28, 2022
- ESL Trust Services 2022 Q2 filed July 22, 2022
- ESL Trust Services 2022 Q1 filed May 9, 2022
- ESL Trust Services 2021 Q4 filed Jan. 31, 2022
- ESL Trust Services 2021 Q3 filed Nov. 4, 2021
- ESL Trust Services 2021 Q2 filed Aug. 4, 2021
- ESL Trust Services 2021 Q1 filed April 28, 2021
- ESL Trust Services 2020 Q4 filed Feb. 11, 2021
- ESL Trust Services 2020 Q3 filed Nov. 5, 2020
- ESL Trust Services 2020 Q2 filed Aug. 11, 2020
- ESL Trust Services 2020 Q1 filed May 15, 2020