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
$25.7B
$44,000 0.02% of portfolio
371
Q1 2024 Reduced 55.3%
$0
$50,000 0.02% of portfolio
1,750
Q4 2024 New
$861B
$62,000 0.02% of portfolio
316
Q3 2024 New
$0
$70,000 0.02% of portfolio
650
Q4 2024 Added 18.61%
$0
$46,000 0.02% of portfolio
1,698
Q4 2024 Added 200.0%
$0
$63,000 0.02% of portfolio
550
Q4 2024 Reduced 31.25%
$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%
$0
$71,000 0.02% of portfolio
1,616
Q3 2024 New
$0
$56,000 0.02% of portfolio
100
Q2 2021 New
$34.4B
$72,000 0.02% of portfolio
770
Q4 2024 Reduced 20.62%
$0
$48,000 0.02% of portfolio
454
Q4 2024 Added 0.89%
$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%
$0
$62,000 0.02% of portfolio
683
Q3 2024 Reduced 42.27%
$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%
$0
$64,000 0.02% of portfolio
254
Q3 2021 Added 100.0%
$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
$5.17B
$38,000 0.01% of portfolio
1,072
Q4 2024 Added 1,686.67%
$29.6B
$33,000 0.01% of portfolio
150
Q2 2024 Reduced 25.0%
$21.9B
$34,000 0.01% of portfolio
413
Q3 2024 Reduced 19.49%
$121B
$22,000 0.01% of portfolio
105
Q3 2024 Added 23.53%
$0
$23,000 0.01% of portfolio
167
Q3 2024 Reduced 40.36%
$0
$38,000 0.01% of portfolio
440
Q4 2024 Reduced 72.15%
$0
$20,000 0.01% of portfolio
111
Q4 2024 Reduced 66.96%
$35.1B
$20,000 0.01% of portfolio
359
Q3 2024 New
$0
$30,000 0.01% of portfolio
1,200
Q2 2022 Added 20.0%
$12.9B
$17,000 0.01% of portfolio
168
Q3 2024 New
$1.74B
$29,000 0.01% of portfolio
760
Q4 2022 Reduced 3.43%
$79.5B
$26,000 0.01% of portfolio
214
Q4 2024 Added 25.88%
$0
$37,000 0.01% of portfolio
2,216
Q2 2021 New
$33.6B
$40,000 0.01% of portfolio
676
Q3 2024 New
$97.5B
$17,000 0.01% of portfolio
591
Q3 2024 New
$21B
$43,000 0.01% of portfolio
559
Q1 2024 Reduced 15.17%
$76.5B
$22,000 0.01% of portfolio
1,017
Q3 2024 New
$39.4B
$30,000 0.01% of portfolio
279
Q3 2024 New
$32.9B
$24,000 0.01% of portfolio
246
Q3 2024 Added 11.31%

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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