Greenfield Savings Bank has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $207 Million distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.8M, Microsoft Corp with a value of $11.4M, Jpmorgan Chase & CO with a value of $5.84M, Ishares Core S&P Mid Cap ETF with a value of $5.25M, and Amazon Com Inc with a value of $5.2M.

Examining the 13F form we can see an decrease of $3.09M in the current position value, from $210M to 207M.

Below you can find more details about Greenfield Savings Bank portfolio as well as his latest detailed transactions.

Portfolio value $207 Million
Technology: $47.1 Million
ETFs: $29.4 Million
Financial Services: $28.6 Million
Healthcare: $18.4 Million
Consumer Cyclical: $18.2 Million
Industrials: $17.2 Million
Consumer Defensive: $15.9 Million
Communication Services: $14.5 Million
Other: $18 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $207 Million
  • Prior Value $210 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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