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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$72.6B
$128,000 0.04% of portfolio
454
Q3 2024 Added 0.67%
$1.5B
$115,000 0.04% of portfolio
1,416
Q4 2024 Reduced 3.41%
$12.2B
$124,000 0.04% of portfolio
350
Q4 2024 New
$77.1B
$105,000 0.04% of portfolio
650
Q1 2023 New
$1.87B
$97,000 0.03% of portfolio
8,066
Q2 2021 Added 100.0%
$19.9B
$74,000 0.03% of portfolio
3,471
Q3 2024 Added 8.47%
$166B
$83,000 0.03% of portfolio
1,100
Q4 2024 Reduced 50.0%
$67.8B
$80,000 0.03% of portfolio
1,052
Q3 2024 Added 26.29%
$173B
$79,000 0.03% of portfolio
519
Q3 2024 Added 17.16%
$77.3B
$101,000 0.03% of portfolio
365
Q1 2024 Reduced 4.2%
$272B
$90,000 0.03% of portfolio
1,282
Q3 2024 Added 28.2%
$174B
$79,000 0.03% of portfolio
218
Q4 2024 Reduced 13.15%
$6.84B
$87,000 0.03% of portfolio
500
Q1 2023 New
$51.1B
$97,000 0.03% of portfolio
534
Q4 2024 Added 100.0%
$44.8B
$91,000 0.03% of portfolio
680
Q2 2021 New
$0
$100,000 0.03% of portfolio
6,653
Q4 2022 Added 0.68%
$0
$87,000 0.03% of portfolio
6,428
Q4 2022 Added 0.59%
$108B
$74,000 0.03% of portfolio
223
Q3 2024 Added 3.24%
$5.88B
$76,000 0.03% of portfolio
700
Q1 2024 Reduced 28.93%
$62.5B
$82,000 0.03% of portfolio
158
Q4 2024 Reduced 2.47%
$71B
$81,000 0.03% of portfolio
421
Q3 2024 Added 33.65%
$26.7B
$99,000 0.03% of portfolio
1,727
Q1 2023 Reduced 18.81%
$14.5B
$94,000 0.03% of portfolio
504
Q2 2021 New
$38.4B
$94,000 0.03% of portfolio
508
Q3 2024 Added 1.6%
$51.7B
$58,000 0.02% of portfolio
110
Q3 2024 Added 10.0%
$818B
$47,000 0.02% of portfolio
118
Q4 2024 Reduced 7.81%
$75.5B
$61,000 0.02% of portfolio
718
Q3 2024 Added 12.01%
$25.7B
$44,000 0.02% of portfolio
371
Q1 2024 Reduced 55.3%
$861B
$62,000 0.02% of portfolio
316
Q3 2024 New
$80B
$52,000 0.02% of portfolio
700
Q3 2024 Reduced 49.09%
$447M
$45,000 0.02% of portfolio
1,500
Q1 2023 Reduced 28.57%
$17.3B
$72,000 0.02% of portfolio
150
Q3 2022 Reduced 6.25%
$144B
$67,000 0.02% of portfolio
1,126
Q3 2024 Added 25.11%
$4.28B
$44,000 0.02% of portfolio
675
Q4 2024 New
$66.1B
$50,000 0.02% of portfolio
500
Q3 2021 New
$20.7B
$62,000 0.02% of portfolio
551
Q3 2023 Added 56.98%
$166B
$72,000 0.02% of portfolio
146
Q3 2024 Added 9.77%
$106B
$49,000 0.02% of portfolio
110
Q4 2022 Added 10.0%
$34.4B
$72,000 0.02% of portfolio
770
Q4 2024 Reduced 20.62%
$125B
$52,000 0.02% of portfolio
191
Q4 2024 Added 29.05%
$20.9B
$58,000 0.02% of portfolio
320
Q3 2024 Added 300.0%
$46.7B
$68,000 0.02% of portfolio
250
Q1 2023 New
$88.9B
$51,000 0.02% of portfolio
1,140
Q4 2024 Reduced 4.2%
$95.4B
$50,000 0.02% of portfolio
216
Q3 2024 Reduced 51.02%
$37.2B
$69,000 0.02% of portfolio
1,118
Q3 2024 Added 10.15%
$10.6B
$68,000 0.02% of portfolio
755
Q1 2023 Reduced 43.45%
$197B
$18,000 0.01% of portfolio
53
Q3 2024 Reduced 23.19%
$240B
$36,000 0.01% of portfolio
374
Q3 2024 New
$23.6B
$24,000 0.01% of portfolio
210
Q3 2024 New

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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