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
$55.4B
$129,000 0.04% of portfolio
550
Q1 2023 Reduced 2.83%
$31B
$109,000 0.04% of portfolio
3,351
Q3 2024 Added 4.72%
$0
$123,000 0.04% of portfolio
10,971
Q4 2022 Added 0.91%
$22.3B
$115,000 0.04% of portfolio
4,096
Q2 2024 Reduced 16.34%
$51.3B
$105,000 0.04% of portfolio
100
Q4 2024 Reduced 3.85%
$0
$113,000 0.04% of portfolio
1,140
Q4 2024 Reduced 45.71%
$44.1B
$106,000 0.04% of portfolio
1,260
Q1 2024 Reduced 0.4%
$308B
$122,000 0.04% of portfolio
843
Q3 2023 Reduced 4.42%
$16.7B
$108,000 0.04% of portfolio
1,500
Q2 2021 New
$23.1B
$104,000 0.04% of portfolio
902
Q3 2024 Added 91.1%
$24.9B
$118,000 0.04% of portfolio
633
Q2 2022 Reduced 19.97%
$67.7B
$128,000 0.04% of portfolio
454
Q3 2024 Added 0.67%
$1.57B
$115,000 0.04% of portfolio
1,416
Q4 2024 Reduced 3.41%
$0
$110,000 0.04% of portfolio
500
Q3 2024 Reduced 20.38%
$11.7B
$124,000 0.04% of portfolio
350
Q4 2024 New
$80.4B
$105,000 0.04% of portfolio
650
Q1 2023 New
$0
$91,000 0.03% of portfolio
3,593
Q1 2023 Added 99.94%
$0
$87,000 0.03% of portfolio
2,745
Q4 2023 Reduced 30.42%
$0
$90,000 0.03% of portfolio
1,200
Q2 2021 New
$0
$75,000 0.03% of portfolio
207
Q1 2024 New
$0
$89,000 0.03% of portfolio
2,095
Q4 2022 Reduced 32.31%
$19.4B
$74,000 0.03% of portfolio
3,471
Q3 2024 Added 8.47%
$150B
$83,000 0.03% of portfolio
1,100
Q4 2024 Reduced 50.0%
$68.1B
$80,000 0.03% of portfolio
1,052
Q3 2024 Added 26.29%
$174B
$79,000 0.03% of portfolio
519
Q3 2024 Added 17.16%
$0
$91,000 0.03% of portfolio
1,189
Q2 2024 Reduced 35.69%
$83.5B
$101,000 0.03% of portfolio
365
Q1 2024 Reduced 4.2%
$253B
$90,000 0.03% of portfolio
1,282
Q3 2024 Added 28.2%
$182B
$79,000 0.03% of portfolio
218
Q4 2024 Reduced 13.15%
$6.82B
$87,000 0.03% of portfolio
500
Q1 2023 New
$52B
$97,000 0.03% of portfolio
534
Q4 2024 Added 100.0%
$45B
$91,000 0.03% of portfolio
680
Q2 2021 New
$0
$100,000 0.03% of portfolio
6,653
Q4 2022 Added 0.68%
$42.4B
$74,000 0.03% of portfolio
1,010
Q4 2024 Added 4,108.33%
$0
$87,000 0.03% of portfolio
6,428
Q4 2022 Added 0.59%
$111B
$74,000 0.03% of portfolio
223
Q3 2024 Added 3.24%
$5.81B
$76,000 0.03% of portfolio
700
Q1 2024 Reduced 28.93%
$61.1B
$82,000 0.03% of portfolio
158
Q4 2024 Reduced 2.47%
$0
$97,000 0.03% of portfolio
575
Q3 2024 Reduced 43.35%
$70.5B
$81,000 0.03% of portfolio
421
Q3 2024 Added 33.65%
$29.5B
$99,000 0.03% of portfolio
1,727
Q1 2023 Reduced 18.81%
$15.2B
$94,000 0.03% of portfolio
504
Q2 2021 New
$38.4B
$94,000 0.03% of portfolio
508
Q3 2024 Added 1.6%
$0
$76,000 0.03% of portfolio
300
Q2 2021 New
$0
$49,000 0.02% of portfolio
840
Q2 2024 Reduced 14.29%
$51.3B
$58,000 0.02% of portfolio
110
Q3 2024 Added 10.0%
$701B
$47,000 0.02% of portfolio
118
Q4 2024 Reduced 7.81%
$78.8B
$61,000 0.02% of portfolio
718
Q3 2024 Added 12.01%
$0
$53,000 0.02% of portfolio
500
Q4 2023 Reduced 51.92%

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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