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
$76.5B
$18,000 0.01% of portfolio
90
Q2 2021 New
$0
$26,000 0.01% of portfolio
439
Q4 2021 New
$166B
$17,000 0.01% of portfolio
72
Q3 2024 Added 24.14%
$99.1B
$20,000 0.01% of portfolio
120
Q3 2024 Reduced 48.72%
$20.9B
$16,000 0.01% of portfolio
293
Q3 2024 New
$23.7B
$40,000 0.01% of portfolio
384
Q4 2024 Reduced 17.77%
$104B
$22,000 0.01% of portfolio
105
Q1 2023 Reduced 25.0%
$44.4B
$25,000 0.01% of portfolio
348
Q3 2024 Reduced 50.0%
$175B
$28,000 0.01% of portfolio
54
Q3 2024 Reduced 50.0%
$125B
$26,000 0.01% of portfolio
161
Q3 2024 New
$61.9B
$33,000 0.01% of portfolio
1,029
Q2 2024 Reduced 8.86%
$178B
$26,000 0.01% of portfolio
60
Q3 2024 Reduced 22.08%
$2.51B
$38,000 0.01% of portfolio
950
Q4 2024 Reduced 20.83%
$0
$16,000 0.01% of portfolio
608
Q4 2024 Added 300.0%
$47.3B
$22,000 0.01% of portfolio
2,345
Q3 2024 Reduced 68.22%
$0
$36,000 0.01% of portfolio
125
Q1 2024 Added 12,400.0%
$142B
$19,000 0.01% of portfolio
46
Q3 2024 Added 58.62%
$16.8B
$29,000 0.01% of portfolio
400
Q1 2022 Reduced 20.0%
$1.3T
$31,000 0.01% of portfolio
54
Q4 2024 Reduced 52.63%
$56.5B
$19,000 0.01% of portfolio
363
Q3 2024 New
$65.4B
$37,000 0.01% of portfolio
225
Q2 2022 New
$19.8B
$38,000 0.01% of portfolio
453
Q3 2024 Reduced 44.07%
$204M
$27,000 0.01% of portfolio
450
Q3 2024 Reduced 47.06%
$10.5B
$35,000 0.01% of portfolio
192
Q3 2024 New
$2.9B
$15,000 0.01% of portfolio
900
Q4 2021 New
$78.1B
$34,000 0.01% of portfolio
93
Q3 2024 Added 8.14%
$3.22B
$23,000 0.01% of portfolio
1,225
Q4 2024 Reduced 5.77%
$4.27B
$28,000 0.01% of portfolio
568
Q2 2021 New
$112B
$37,000 0.01% of portfolio
416
Q3 2024 Reduced 31.8%
$0
$43,000 0.01% of portfolio
328
Q2 2024 Reduced 31.38%
$4.06B
$35,000 0.01% of portfolio
11,607
Q4 2024 Reduced 5.23%
$440M
$41,000 0.01% of portfolio
1,458
Q3 2023 Added 2.97%
$17B
$43,000 0.01% of portfolio
400
Q4 2022 Added 33.33%
$115B
$38,000 0.01% of portfolio
364
Q3 2024 Added 21.33%
$41.2B
$25,000 0.01% of portfolio
141
Q3 2024 New
$78.1B
$31,000 0.01% of portfolio
50
Q3 2024 Reduced 50.0%
$48B
$34,000 0.01% of portfolio
262
Q3 2024 Reduced 19.88%
$9.66B
$37,000 0.01% of portfolio
4,000
Q1 2023 Reduced 42.86%
$8.19B
$27,000 0.01% of portfolio
200
Q4 2022 Reduced 4.76%
$46B
$9,000 0.0% of portfolio
200
Q2 2022 New
$30B
$3,000 0.0% of portfolio
16
Q3 2024 New
$314B
$0 0.0% of portfolio
3
Q3 2024 New
$198B
$4,000 0.0% of portfolio
35
Q3 2024 New
$140B
$14,000 0.0% of portfolio
160
Q3 2024 New
$143M
$13,000 0.0% of portfolio
450
Q2 2021 New
$30.3B
$5,000 0.0% of portfolio
70
Q4 2022 Added 16.67%
$96.6B
$8,000 0.0% of portfolio
181
Q3 2024 New
$100B
$14,000 0.0% of portfolio
175
Q3 2024 Reduced 30.0%
$37.3B
$11,000 0.0% of portfolio
146
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
Track This Portfolio

Track Clean Yield Group Portfolio

Follow Clean Yield Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clean Yield Group, based on Form 13F filings with the SEC.

News

Stay updated on Clean Yield Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email