Clean Yield Group Portfolio Holdings

Clean Yield Group

  • $293 Million
  • Q4 2024

Clean Yield Group has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $293 Million distributed in 459 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.3M, Sprouts Farmers Market, Inc. with a value of $11.3M, Nvidia Corp with a value of $10.4M, Broadcom Inc. with a value of $10.1M, and Unilever PLC with a value of $8.19M.

Examining the 13F form we can see an decrease of $2.98M in the current position value, from $296M to 293M.

Below you can find more details about Clean Yield Group portfolio as well as his latest detailed transactions.

Portfolio value $293 Million
Technology: $102 Million
Healthcare: $43.9 Million
Consumer Defensive: $39.8 Million
Industrials: $28.6 Million
Consumer Cyclical: $15.9 Million
Financial Services: $15 Million
Utilities: $13.8 Million
Real Estate: $13.7 Million
Other: $20.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.7T
$26.3 Million 8.98% of portfolio
105,124
Q4 2024 Added 0.65%
$15B
$11.3 Million 3.87% of portfolio
89,188
Q4 2024 Reduced 6.56%
$343B
$10.4 Million 3.56% of portfolio
77,751
Q4 2024 Added 0.07%
$96.2B
$10.1 Million 3.45% of portfolio
43,678
Q4 2024 Added 2.52%
$141B
$8.19 Million 2.8% of portfolio
144,503
Q4 2024 Reduced 1.7%
$23B
$7.97 Million 2.72% of portfolio
64,030
Q4 2024 Added 4.54%
$325B
$7.76 Million 2.65% of portfolio
23,201
Q4 2024 Reduced 0.27%
$247B
$7.2 Million 2.46% of portfolio
121,591
Q4 2024 Reduced 0.88%
$123B
$6.01 Million 2.05% of portfolio
20,547
Q4 2024 Reduced 0.27%
$18.4B
$5.76 Million 1.96% of portfolio
75,532
Q4 2024 Added 10.56%
$3.2T
$5.72 Million 1.95% of portfolio
13,570
Q4 2024 Added 3.43%
$2.45B
$5.13 Million 1.75% of portfolio
191,264
Q4 2024 Added 0.4%
$10.2B
$4.96 Million 1.69% of portfolio
261,720
Q4 2024 Reduced 5.26%
$20.6B
$4.85 Million 1.65% of portfolio
27,491
Q4 2024 Added 4.2%
$23.6B
$4.82 Million 1.64% of portfolio
25,801
Q4 2024 Reduced 0.28%
$40.2B
$4.77 Million 1.63% of portfolio
360,091
Q4 2024 Reduced 11.36%
$11B
$4.58 Million 1.56% of portfolio
186,414
Q4 2024 Reduced 5.64%
$642M
$4.47 Million 1.52% of portfolio
104,562
Q4 2024 Reduced 1.37%
$216B
$4.16 Million 1.42% of portfolio
3,921
Q4 2024 Added 11.8%
$51.8B
$4.01 Million 1.37% of portfolio
26,497
Q4 2024 Added 14.2%
$12.6B
$3.98 Million 1.36% of portfolio
22,693
Q4 2024 New
$300B
$3.81 Million 1.3% of portfolio
5,493
Q4 2024 Added 5,448.48%
$1.59B
$3.77 Million 1.29% of portfolio
62,482
Q4 2024 Added 5.05%
$1.45B
$3.68 Million 1.25% of portfolio
74,708
Q4 2024 Reduced 23.92%
$15.6B
$3.62 Million 1.24% of portfolio
26,428
Q4 2024 Added 17.75%
$23.5B
$3.5 Million 1.2% of portfolio
8,363
Q4 2024 Added 2.4%
$30.4B
$3.49 Million 1.19% of portfolio
16,587
Q4 2024 New
$23.4B
$3.3 Million 1.13% of portfolio
388,496
Q4 2024 Reduced 9.89%
$17.4B
$3.29 Million 1.12% of portfolio
45,646
Q4 2024 Added 18.93%
$384B
$3.2 Million 1.09% of portfolio
22,118
Q4 2024 Reduced 0.74%
$382B
$3.2 Million 1.09% of portfolio
19,098
Q4 2024 Added 0.44%
$19.8B
$2.94 Million 1.0% of portfolio
216,499
Q4 2024 Reduced 15.73%
$45.7B
$2.95 Million 1.0% of portfolio
7,703
Q4 2024 Added 21,297.22%
$178B
$2.91 Million 0.99% of portfolio
33,876
Q4 2024 Reduced 1.48%
$690B
$2.82 Million 0.96% of portfolio
3,656
Q4 2024 Added 1.02%
$6.08B
$2.6 Million 0.89% of portfolio
76,927
Q4 2024 Reduced 3.36%
$780M
$2.49 Million 0.85% of portfolio
106,028
Q4 2024 Reduced 4.28%
$7.59B
$2.45 Million 0.83% of portfolio
26,159
Q4 2024 Reduced 14.86%
$1.83B
$2.18 Million 0.75% of portfolio
57,957
Q4 2024 Added 91.76%
$170B
$2.18 Million 0.74% of portfolio
3,469
Q3 2024 Reduced 2.75%
$78.8B
$2.17 Million 0.74% of portfolio
8,552
Q4 2024 Reduced 0.47%
$25.3B
$2.14 Million 0.73% of portfolio
483,281
Q4 2024 Reduced 45.26%
$36.7B
$2.09 Million 0.71% of portfolio
11,016
Q4 2024 Added 1.85%
$74B
$1.88 Million 0.64% of portfolio
20,725
Q4 2024 Reduced 0.74%
$35.4B
$1.86 Million 0.63% of portfolio
29,130
Q4 2024 Reduced 2.57%
$18.1B
$1.82 Million 0.62% of portfolio
16,420
Q3 2024 Reduced 0.99%
$94.6B
$1.82 Million 0.62% of portfolio
14,471
Q4 2024 Added 3.33%
$1.17T
$1.83 Million 0.62% of portfolio
9,653
Q4 2024 Reduced 1.23%
$0
$1.73 Million 0.59% of portfolio
2,953
Q4 2024 Reduced 3.53%

Summary

  • Portfolio
  • No. of Stocks 459
  • Current Value $293 Million
  • Prior Value $296 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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