$253 Million is the total value of Clean Yield Group's 131 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NFLX | Exit | NETFLIX INC COMstock | $0 | – | -1,160 | -100.0% | -0.09% | – |
| GIS | Exit | GENERAL MLS INC COMstock | $0 | – | -4,164 | -100.0% | -0.09% | – |
| HY | Exit | HYSTER YALE MATLS HANDLING INC CL Astock | $0 | – | -3,395 | -100.0% | -0.11% | – |
| CB | Exit | CHUBB LIMITED COMstock | $0 | – | -1,841 | -100.0% | -0.11% | – |
| VTI | Exit | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $0 | – | -2,939 | -100.0% | -0.16% | – |
| MCK | Exit | MCKESSON CORP COMstock | $0 | – | -11,471 | -100.0% | -0.72% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 42 | Q3 2023 | 6.9% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 3.5% |
| Cisco Systems Inc | 42 | Q3 2023 | 3.7% |
| McCormick & Co Inc Non Vtg | 42 | Q3 2023 | 3.2% |
| AUTOMATIC DATA PROCESSING INC COM | 42 | Q3 2023 | 2.7% |
| PROCTER & GAMBLE CO COM | 42 | Q3 2023 | 2.1% |
| ILLINOIS TOOL WORKS INC | 42 | Q3 2023 | 2.3% |
| INTUIT INC | 42 | Q3 2023 | 1.8% |
| EXPEDITORS INTL WASH INC COM | 42 | Q3 2023 | 1.8% |
| AMGEN INC COM | 42 | Q3 2023 | 1.7% |
View Clean Yield Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-29 |
| PX14A6G | 2024-04-05 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-26 |
| PX14A6G | 2023-05-16 |
| 13F-HR | 2023-04-26 |
| PX14A6G | 2023-04-13 |
| PX14A6G | 2023-04-10 |
| PX14A6G | 2023-03-30 |
View Clean Yield Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.