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
$48B
$358,000 0.12% of portfolio
2,654
Q3 2024 Added 2.16%
$1.12B
$364,000 0.12% of portfolio
6,925
Q2 2024 Reduced 2.12%
$38B
$362,000 0.12% of portfolio
4,735
Q2 2024 Reduced 7.79%
$25B
$319,000 0.11% of portfolio
3,042
Q3 2024 Added 1.4%
$5.57B
$324,000 0.11% of portfolio
1,596
Q2 2021 New
$22.1B
$326,000 0.11% of portfolio
880
Q4 2024 Reduced 5.38%
$100B
$288,000 0.1% of portfolio
1,043
Q3 2024 Added 6.1%
$191B
$304,000 0.1% of portfolio
7,604
Q4 2024 Reduced 0.65%
$65.4B
$283,000 0.1% of portfolio
977
Q2 2024 Added 1.56%
$103B
$306,000 0.1% of portfolio
2,898
Q1 2024 Reduced 13.13%
$0
$296,000 0.1% of portfolio
738
Q4 2024 Reduced 16.89%
$377B
$266,000 0.09% of portfolio
1,598
Q3 2024 Added 2.96%
$26.6B
$277,000 0.09% of portfolio
227
Q4 2024 Added 7.08%
$10.5B
$263,000 0.09% of portfolio
1,060
Q1 2024 Reduced 15.87%
$26.7B
$262,000 0.09% of portfolio
2,508
Q3 2024 Added 1.95%
$162B
$255,000 0.09% of portfolio
6,800
Q3 2024 Reduced 1.81%
$0
$256,000 0.09% of portfolio
5,655
Q4 2024 Reduced 4.07%
$16.8B
$247,000 0.08% of portfolio
2,117
Q4 2024 Reduced 6.62%
$27.6B
$223,000 0.08% of portfolio
663
Q4 2024 Added 3.27%
$0
$221,000 0.08% of portfolio
952
Q1 2024 Reduced 9.51%
$149B
$213,000 0.07% of portfolio
932
Q4 2024 Added 26.8%
$99.4B
$199,000 0.07% of portfolio
826
Q4 2024 Reduced 5.71%
$145B
$216,000 0.07% of portfolio
950
Q1 2024 Reduced 5.0%
$19.4B
$192,000 0.07% of portfolio
1,248
Q4 2024 Reduced 21.9%
$8.47B
$207,000 0.07% of portfolio
710
Q4 2024 Reduced 3.4%
$573B
$214,000 0.07% of portfolio
679
Q3 2024 Added 25.28%
$63.4B
$184,000 0.06% of portfolio
655
Q4 2024 Reduced 2.96%
$25.1B
$169,000 0.06% of portfolio
1,000
Q4 2024 Reduced 0.6%
$96.7B
$189,000 0.06% of portfolio
332
Q4 2024 Reduced 6.74%
$202B
$162,000 0.06% of portfolio
7,119
Q3 2024 Reduced 5.29%
$90.5B
$166,000 0.06% of portfolio
491
Q3 2024 Added 29.21%
$0
$165,000 0.06% of portfolio
404
Q1 2024 Reduced 19.84%
$0
$189,000 0.06% of portfolio
718
Q4 2024 Reduced 11.14%
$85.3B
$190,000 0.06% of portfolio
402
Q3 2024 Added 10.14%
$195B
$164,000 0.06% of portfolio
1,424
Q4 2024 Added 1.06%
$130B
$183,000 0.06% of portfolio
3,239
Q4 2024 Reduced 2.99%
$93.2B
$166,000 0.06% of portfolio
8,300
Q4 2024 Reduced 2.35%
$0
$151,000 0.05% of portfolio
4,470
Q3 2021 Added 24.34%
$53B
$134,000 0.05% of portfolio
1,974
Q3 2024 Added 0.61%
$62B
$161,000 0.05% of portfolio
671
Q3 2024 Added 3.23%
$38.7B
$156,000 0.05% of portfolio
3,300
Q3 2023 Added 1,000.0%
$64.8B
$159,000 0.05% of portfolio
1,286
Q4 2024 Added 0.78%
$45.2B
$147,000 0.05% of portfolio
245
Q1 2023 New
$141B
$133,000 0.05% of portfolio
1,101
Q4 2024 Added 273.22%
$95B
$151,000 0.05% of portfolio
751
Q4 2023 Reduced 36.14%
$26.9B
$148,000 0.05% of portfolio
3,516
Q3 2024 Added 1.74%
$12.3B
$148,000 0.05% of portfolio
1,822
Q4 2024 Added 1.11%
$124B
$126,000 0.04% of portfolio
315
Q4 2024 Reduced 0.94%
$14B
$105,000 0.04% of portfolio
300
Q3 2021 Added 100.0%

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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