Clean Yield Group Portfolio Holdings
Clean Yield Group
- $296 Million
- Q3 2024
Clean Yield Group has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $296 Million distributed in 475 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.3M, Sprouts Farmers Market, Inc. with a value of $10.5M, Unilever PLC with a value of $9.55M, Nvidia Corp with a value of $9.43M, and American Water Works Company, Inc. with a value of $8.96M.
Examining the 13F form we can see an increase of $41.9M in the current position value, from $254M to 296M.
Below you can find more details about Clean Yield Group portfolio as well as his latest detailed transactions.
Portfolio value
$296 Million
Technology: $91.1 Million
Healthcare: $48.8 Million
Consumer Defensive: $42.7 Million
Industrials: $31.1 Million
Utilities: $17.1 Million
Real Estate: $16.2 Million
Financial Services: $14.7 Million
Communication Services: $12.7 Million
Other: $21.8 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 475
- Current Value $296 Million
- Prior Value $254 Million
- Filing
- Period Q3 2024
- Filing Date October 07, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 130 stocks
- Additional Purchases 88 stocks
- Sold out of 0 stocks
- Reduced holdings in 95 stocks