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Size ($ in 1000's)
At 12/31/2023: $237,400
At 09/30/2023: $226,887
Clean Yield Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Clean Yield Group 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Clean Yield Group top holdings by largest position size, as per the latest 13f filing made by Clean Yield Group.
In the Clean Yield Group-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Clean Yield Group in that top holding, then the share count change between reporting periods, and finally the Clean Yield Group top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| APPLE INC COM |
86,760 |
-255 |
$16,704 | | AAPL | 86,760 | -255 | $16,704 | | UNILEVER PLC SPON ADR NEW |
179,667 |
+2,970 |
$8,710 | | UL | 179,667 | +2,970 | $8,710 | | GSK PLC SPONSORED ADR |
213,431 |
+5,692 |
$7,910 | | GSK | 213,431 | +5,692 | $7,910 | | TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS |
510,522 |
-22,635 |
$7,285 | | TAK | 510,522 | -22,635 | $7,285 | | SPROUTS FMRS MKT INC COM |
150,754 |
-8,295 |
$7,253 | | SFM | 150,754 | -8,295 | $7,253 | | TELUS CORPORATION COM |
336,381 |
-6,580 |
$5,984 | | TU | 336,381 | -6,580 | $5,984 | | HANNON ARMSTRONG SUST INFR CAP COM |
214,335 |
-12,973 |
$5,911 | | HASI | 214,335 | -12,973 | $5,911 | | SMITH & NEPHEW PLC SPDN ADR NEW |
214,252 |
+5,805 |
$5,845 | | SNN | 214,252 | +5,805 | $5,845 | | SJW GROUP COM |
88,360 |
+9,123 |
$5,774 | | SJW | 88,360 | +9,123 | $5,774 | | PHYSICIANS RLTY TR COM |
433,577 |
-46,254 |
$5,771 | | DOC | 433,577 | -46,254 | $5,771 | | NOMAD FOODS LTD USD ORD SHS |
336,861 |
-6,805 |
$5,710 | | NOMD | 336,861 | -6,805 | $5,710 | | VODAFONE GROUP PLC NEW SPONSORED ADR |
626,563 |
-133,865 |
$5,451 | | VOD | 626,563 | -133,865 | $5,451 | | MICROSOFT CORP COM |
13,570 |
-207 |
$5,103 | | MSFT | 13,570 | -207 | $5,103 | | HEALTHPEAK PROPERTIES INC COM |
243,857 |
-21,345 |
$4,828 | | PEAK | 243,857 | -21,345 | $4,828 | | NOVO NORDISK A S ADR |
39,917 |
-845 |
$4,129 | | NVO | 39,917 | -845 | $4,129 | | AMALGAMATED FINANCIAL CORP COM |
145,464 |
+4,960 |
$3,919 | | AMAL | 145,464 | +4,960 | $3,919 | | STAG INDL INC COM |
99,540 |
-2,308 |
$3,908 | | STAG | 99,540 | -2,308 | $3,908 | | JOHNSON & JOHNSON COM |
23,497 |
-26 |
$3,683 | | JNJ | 23,497 | -26 | $3,683 | | INTERNATIONAL BUSINESS MACHS COM |
22,128 |
-290 |
$3,619 | | IBM | 22,128 | -290 | $3,619 | | HEALTHCARE RLTY TR CL A COM |
210,005 |
-30,110 |
$3,618 | | HR | 210,005 | -30,110 | $3,618 | | AUTOMATIC DATA PROCESSING INC COM |
15,279 |
UNCH |
$3,560 | | ADP | 15,279 | UNCH | $3,560 | | CISCO SYS INC COM |
68,999 |
+1,355 |
$3,486 | | CSCO | 68,999 | +1,355 | $3,486 | | FIRST SOLAR INC COM |
19,930 |
+8,373 |
$3,434 | | FSLR | 19,930 | +8,373 | $3,434 | | CHECK POINT SOFTWARE TECH LTD ORD |
21,221 |
+792 |
$3,242 | | CHKP | 21,221 | +792 | $3,242 | | AMERESCO INC CL A |
102,214 |
-2,135 |
$3,237 | | AMRC | 102,214 | -2,135 | $3,237 | | CAMDEN NATL CORP COM |
80,749 |
+4,235 |
$3,039 | | CAC | 80,749 | +4,235 | $3,039 | | NOKIA CORP SPONSORED ADR |
886,765 |
-47,970 |
$3,033 | | NOK | 886,765 | -47,970 | $3,033 | | PROCTER AND GAMBLE CO COM |
20,032 |
-180 |
$2,936 | | PG | 20,032 | -180 | $2,936 | | AMERICAN WTR WKS CO INC NEW COM |
21,416 |
+9,484 |
$2,827 | | AWK | 21,416 | +9,484 | $2,827 | | ORGANON & CO COMMON STOCK |
186,358 |
-100,092 |
$2,687 | | OGN | 186,358 | -100,092 | $2,687 | | UTAH MED PRODS INC COM |
31,748 |
+485 |
$2,674 | | UTMD | 31,748 | +485 | $2,674 | | GENERAL MLS INC COM |
38,337 |
-175 |
$2,497 | | GIS | 38,337 | -175 | $2,497 | | INTUIT COM |
3,667 |
-46 |
$2,292 | | INTU | 3,667 | -46 | $2,292 | | ILLINOIS TOOL WKS INC COM |
8,592 |
-25 |
$2,251 | | ITW | 8,592 | -25 | $2,251 | | MCCORMICK & CO INC COM NON VTG |
32,443 |
UNCH |
$2,220 | | MKC | 32,443 | UNCH | $2,220 | | ELI LILLY & CO COM |
3,743 |
-87 |
$2,182 | | LLY | 3,743 | -87 | $2,182 | | QUEST DIAGNOSTICS INC COM |
15,801 |
+475 |
$2,179 | | DGX | 15,801 | +475 | $2,179 | | AMGEN INC COM |
7,349 |
-120 |
$2,117 | | AMGN | 7,349 | -120 | $2,117 | | EXPEDITORS INTL WASH INC COM |
16,635 |
-10 |
$2,116 | | EXPD | 16,635 | -10 | $2,116 | | COLGATE PALMOLIVE CO COM |
26,024 |
-851 |
$2,074 | | CL | 26,024 | -851 | $2,074 | | PEPSICO INC COM |
11,785 |
UNCH |
$2,002 | | PEP | 11,785 | UNCH | $2,002 | | BECTON DICKINSON & CO COM |
6,796 |
-22 |
$1,657 | | BDX | 6,796 | -22 | $1,657 | | THERMO FISHER SCIENTIFIC INC COM |
2,904 |
-102 |
$1,541 | | TMO | 2,904 | -102 | $1,541 | | STRYKER CORPORATION COM |
5,078 |
UNCH |
$1,521 | | SYK | 5,078 | UNCH | $1,521 | | HINGHAM INSTN SVGS MASS COM |
7,589 |
-1,646 |
$1,475 | | HIFS | 7,589 | -1,646 | $1,475 | | HOME DEPOT INC |
4,049 |
-146 |
$1,403 | | HD | 4,049 | -146 | $1,403 | | ALPHABET CLASS A |
9,640 |
-395 |
$1,347 | | GOOGL | 9,640 | -395 | $1,347 | | MERCK & CO INC COM |
12,225 |
-182 |
$1,333 | | MRK | 12,225 | -182 | $1,333 | | VANECK GREEN BOND ETF (GRNB) |
55,136 |
-5,633 |
$1,314 | | GRNB | 55,136 | -5,633 | $1,314 |  BERKSHIRE HATHAWAY INC DEL CL B NEW |
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$1,279 | | BRK.B | 3,585 | -85 | $1,279 |
See Full List: All Stocks Held By Clean Yield Group
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Clean Yield Group
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