Greenfield Savings Bank has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $210 Million distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.8M, Microsoft Corp with a value of $11.8M, Jpmorgan Chase & CO with a value of $5.23M, Ishares Core S&P Mid Cap ETF with a value of $5.15M, and Costco Wholesale Corp with a value of $4.74M.

Examining the 13F form we can see an increase of $16.3M in the current position value, from $194M to 210M.

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

Portfolio value $210 Million
Technology: $45.6 Million
ETFs: $29 Million
Financial Services: $28.4 Million
Healthcare: $21.6 Million
Industrials: $18.1 Million
Consumer Defensive: $17.5 Million
Consumer Cyclical: $17.3 Million
Communication Services: $13.6 Million
Other: $19.3 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 148
  • Current Value $210 Million
  • Prior Value $194 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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