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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.03B
$38,000 0.01% of portfolio
1,072
Q4 2024 Added 1,686.67%
$29.5B
$33,000 0.01% of portfolio
150
Q2 2024 Reduced 25.0%
$20.3B
$34,000 0.01% of portfolio
413
Q3 2024 Reduced 19.49%
$109B
$22,000 0.01% of portfolio
105
Q3 2024 Added 23.53%
$27.1B
$20,000 0.01% of portfolio
359
Q3 2024 New
$15.2B
$17,000 0.01% of portfolio
168
Q3 2024 New
$1.55B
$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%
$34.3B
$40,000 0.01% of portfolio
676
Q3 2024 New
$113B
$17,000 0.01% of portfolio
591
Q3 2024 New
$20.4B
$43,000 0.01% of portfolio
559
Q1 2024 Reduced 15.17%
$90.9B
$22,000 0.01% of portfolio
1,017
Q3 2024 New
$35.5B
$30,000 0.01% of portfolio
279
Q3 2024 New
$36.3B
$24,000 0.01% of portfolio
246
Q3 2024 Added 11.31%
$66.9B
$18,000 0.01% of portfolio
90
Q2 2021 New
$140B
$17,000 0.01% of portfolio
72
Q3 2024 Added 24.14%
$24B
$16,000 0.01% of portfolio
293
Q3 2024 New
$23.3B
$40,000 0.01% of portfolio
384
Q4 2024 Reduced 17.77%
$112B
$22,000 0.01% of portfolio
105
Q1 2023 Reduced 25.0%
$43.3B
$25,000 0.01% of portfolio
348
Q3 2024 Reduced 50.0%
$206B
$28,000 0.01% of portfolio
54
Q3 2024 Reduced 50.0%
$161B
$26,000 0.01% of portfolio
161
Q3 2024 New
$68.7B
$33,000 0.01% of portfolio
1,029
Q2 2024 Reduced 8.86%
$202B
$26,000 0.01% of portfolio
60
Q3 2024 Reduced 22.08%
$2.08B
$38,000 0.01% of portfolio
950
Q4 2024 Reduced 20.83%
$43.4B
$22,000 0.01% of portfolio
2,345
Q3 2024 Reduced 68.22%
$45.3B
$17,000 0.01% of portfolio
134
Q3 2024 New
$145B
$19,000 0.01% of portfolio
46
Q3 2024 Added 58.62%
$16.2B
$29,000 0.01% of portfolio
400
Q1 2022 Reduced 20.0%
$1.46T
$31,000 0.01% of portfolio
54
Q4 2024 Reduced 52.63%
$61.9B
$19,000 0.01% of portfolio
363
Q3 2024 New
$65.6B
$37,000 0.01% of portfolio
225
Q2 2022 New
$21.9B
$38,000 0.01% of portfolio
453
Q3 2024 Reduced 44.07%
$227M
$27,000 0.01% of portfolio
450
Q3 2024 Reduced 47.06%
$14.2B
$35,000 0.01% of portfolio
192
Q3 2024 New
$3.17B
$15,000 0.01% of portfolio
900
Q4 2021 New
$92.9B
$34,000 0.01% of portfolio
93
Q3 2024 Added 8.14%
$4.21B
$23,000 0.01% of portfolio
1,225
Q4 2024 Reduced 5.77%
$4.26B
$28,000 0.01% of portfolio
568
Q2 2021 New
$113B
$37,000 0.01% of portfolio
416
Q3 2024 Reduced 31.8%
$4.68B
$35,000 0.01% of portfolio
11,607
Q4 2024 Reduced 5.23%
$450M
$41,000 0.01% of portfolio
1,458
Q3 2023 Added 2.97%
$23.6B
$43,000 0.01% of portfolio
400
Q4 2022 Added 33.33%
$128B
$38,000 0.01% of portfolio
364
Q3 2024 Added 21.33%
$51.9B
$25,000 0.01% of portfolio
141
Q3 2024 New
$87.3B
$31,000 0.01% of portfolio
50
Q3 2024 Reduced 50.0%
$43.3B
$34,000 0.01% of portfolio
262
Q3 2024 Reduced 19.88%
$10.3B
$37,000 0.01% of portfolio
4,000
Q1 2023 Reduced 42.86%
$9.15B
$27,000 0.01% of portfolio
200
Q4 2022 Reduced 4.76%

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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