$247 Million is the total value of Clean Yield Group's 391 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LOGM | Exit | LOGMEIN INC COMstock | $0 | – | -12 | -100.0% | 0.00% | – |
| TURN | Exit | 180 DEGREE CAP CORP COMcef | $0 | – | -1,566 | -100.0% | -0.00% | – |
| PACB | Exit | PACIFIC BIOSCIENCES CALIF INC COMstock | $0 | – | -3,500 | -100.0% | -0.01% | – |
| BVN | Exit | COMPANIA DE MINAS BUENAVENTURA SPONSORED ADRadr | $0 | – | -1,500 | -100.0% | -0.01% | – |
| JWA | Exit | WILEY JOHN & SONS INC CL Astock | $0 | – | -400 | -100.0% | -0.01% | – |
| SON | Exit | SONOCO PRODS CO COMstock | $0 | – | -300 | -100.0% | -0.01% | – |
| EDC | Exit | DIREXION DAILY EMERGING MARKETS BULL 3X SHARESetf | $0 | – | -415 | -100.0% | -0.01% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC COMstock | $0 | – | -100 | -100.0% | -0.01% | – |
| ETSY | Exit | ETSY INC COMstock | $0 | – | -239 | -100.0% | -0.01% | – |
| AGMA | Exit | FEDERAL AGRIC MTG CORP CL Astock | $0 | – | -1,000 | -100.0% | -0.01% | – |
| AMN | Exit | AMN HEALTHCARE SVCS INC COMstock | $0 | – | -950 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-16
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 |
|---|---|
| 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 |
| PX14A6G | 2023-03-17 |
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.