Clean Yield Group
Latest statistics and disclosures from Clean Yield Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, AAPL, CNBKA, VOD, VMBS, and represent 21.86% of Clean Yield Group's stock portfolio.
- Added to shares of these 10 stocks: GSK (+$6.5M), GRNB (+$6.5M), VMBS, STAG, CHKP, SNY, UL, DOC, VXX, TLT.
- Started 2 new stock positions in VXX, IMPX.
- Reduced shares in these 10 stocks: SPY (-$20M), ALC, HASI, XRAY, JW.A, INTU, NOK, AMRC, MKC, HAIN.
- Sold out of its positions in ACES, ARKK, ATVI, ADBE, AMD, APD, AKAM, ARE, ALXN, ALL.
- Clean Yield Group was a net seller of stock by $-26M.
- Clean Yield Group has $266M in assets under management (AUM), dropping by -4.45%.
- Central Index Key (CIK): 0001525865
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Portfolio Holdings for Clean Yield Group
Companies in the Clean Yield Group portfolio as of the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Etf (SPY) | 9.2 | $25M | -45% | 62k | 396.11 | |
| Apple Stock (AAPL) | 3.7 | $9.8M | -3% | 80k | 122.15 | |
| Century Bancorporation Inc Cl A Non Vtg Stock (CNBKA) | 3.0 | $8.0M | -3% | 85k | 93.31 | |
| Vodafone Group Adr (VOD) | 3.0 | $7.9M | +5% | 431k | 18.43 | |
| Vanguard Mortgage-backed Securities Etf Etf (VMBS) | 3.0 | $7.9M | +24% | 149k | 53.37 | |
| Unilever Adr (UL) | 3.0 | $7.9M | +9% | 142k | 55.83 | |
| Hannon Armstrong Sust Infr Cap Reit (HASI) | 2.9 | $7.8M | -11% | 140k | 56.10 | |
| Telus Corporation Stock (TU) | 2.7 | $7.1M | 359k | 19.93 | ||
| Vaneck Vectors Green Bond Etf Etf (GRNB) | 2.5 | $6.7M | +4687% | 246k | 27.09 | |
| Glaxosmithkline Adr (GSK) | 2.5 | $6.6M | +11885% | 185k | 35.69 | |
| Sanofi Adr (SNY) | 2.4 | $6.4M | +13% | 129k | 49.46 | |
| General Mls Stock (GIS) | 2.3 | $6.2M | +7% | 102k | 61.32 | |
| Sprouts Fmrs Mkt Stock (SFM) | 2.1 | $5.7M | +3% | 213k | 26.62 | |
| Dentsply Sirona Stock (XRAY) | 2.0 | $5.4M | -11% | 84k | 63.81 | |
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| Physicians Rlty Tr Reit (DOC) | 2.0 | $5.3M | +10% | 298k | 17.67 | |
| Cisco Sys Stock (CSCO) | 1.9 | $5.1M | -2% | 99k | 51.71 | |
| Hingham Instn Svgs Mass Stock (HIFS) | 1.9 | $5.0M | -6% | 18k | 283.77 | |
| Colgate Palmolive Stock (CL) | 1.7 | $4.6M | 58k | 78.83 | ||
| Stag Indl Reit (STAG) | 1.7 | $4.5M | +35% | 133k | 33.61 | |
| Healthcare Tr Amer Inc Cl A Reit (HTA) | 1.6 | $4.3M | 155k | 27.58 | ||
| Camden Natl Corp Stock (CAC) | 1.5 | $4.1M | -5% | 86k | 47.86 | |
| Nomad Foods Ltd Usd Ord Stock (NOMD) | 1.5 | $4.0M | +9% | 147k | 27.46 | |
| Johnson & Johnson Stock (JNJ) | 1.5 | $4.0M | -4% | 25k | 164.37 | |
| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 1.4 | $3.8M | -9% | 43k | 89.15 | |
| Biogen Stock (BIIB) | 1.4 | $3.7M | 13k | 279.76 | ||
| Automatic Data Processing Stock (ADP) | 1.4 | $3.6M | -4% | 19k | 188.48 | |
| Healthpeak Properties Reit (PEAK) | 1.3 | $3.5M | 110k | 31.74 | ||
| Microsoft Corp Stock (MSFT) | 1.2 | $3.2M | -8% | 14k | 235.80 | |
| Procter And Gamble Stock (PG) | 1.2 | $3.1M | -8% | 23k | 135.41 | |
| Umpqua Hldgs Corp Stock (UMPQ) | 1.1 | $3.0M | 170k | 17.55 | ||
| Amgen Stock (AMGN) | 1.1 | $3.0M | -4% | 12k | 248.83 | |
| Quest Diagnostics Stock (DGX) | 1.1 | $2.8M | 22k | 128.34 | ||
| Ameresco Inc Cl A Stock (AMRC) | 0.9 | $2.5M | -14% | 52k | 48.63 | |
| Nokia Corp Adr (NOK) | 0.8 | $2.2M | -20% | 565k | 3.96 | |
| Novo-nordisk A S Adr (NVO) | 0.8 | $2.2M | -5% | 32k | 67.42 | |
| Becton Dickinson & Co Stock (BDX) | 0.8 | $2.1M | -2% | 8.7k | 243.14 | |
| Illinois Tool Wks Stock (ITW) | 0.8 | $2.1M | 9.4k | 221.54 | ||
| Intuit Stock (INTU) | 0.8 | $2.1M | -21% | 5.4k | 383.15 | |
| Expeditors Intl Wash Stock (EXPD) | 0.8 | $2.0M | -9% | 19k | 107.71 | |
| Utah Med Prods Stock (UTMD) | 0.7 | $2.0M | -10% | 23k | 86.59 | |
| American Wtr Wks Stock (AWK) | 0.7 | $2.0M | -2% | 13k | 149.93 | |
| Check Point Software Tech Ltd Ord Stock (CHKP) | 0.7 | $1.8M | +127% | 16k | 111.99 | |
| Hain Celestial Group Stock (HAIN) | 0.7 | $1.8M | -18% | 40k | 43.61 | |
| Wiley John & Sons Inc Cl A Stock (JW.A) | 0.6 | $1.6M | -28% | 30k | 54.21 | |
| Thermo Fisher Scientific Stock (TMO) | 0.6 | $1.6M | -7% | 3.4k | 456.45 | |
| Mid-amer Apt Cmntys Reit (MAA) | 0.6 | $1.5M | 10k | 144.41 | ||
| Us Bancorp Del Stock (USB) | 0.5 | $1.4M | -4% | 26k | 55.32 | |
| Alcon Ag Ord Stock (ALC) | 0.5 | $1.4M | -45% | 20k | 70.20 | |
| Stryker Corporation Stock (SYK) | 0.5 | $1.3M | -19% | 5.5k | 243.60 | |
| First Solar Stock (FSLR) | 0.5 | $1.3M | -11% | 14k | 87.31 | |
| Home Depot Stock (HD) | 0.4 | $1.2M | -15% | 3.8k | 305.17 | |
| Pepsico Stock (PEP) | 0.4 | $1.2M | -14% | 8.1k | 141.49 | |
| Trimble Stock (TRMB) | 0.4 | $1.1M | 14k | 77.79 | ||
| Verizon Communications Stock (VZ) | 0.4 | $1.1M | -11% | 18k | 58.13 | |
| Highwoods Pptys Reit (HIW) | 0.4 | $1.0M | -10% | 24k | 42.92 | |
| Kadant Stock (KAI) | 0.4 | $1.0M | -11% | 5.6k | 184.95 | |
| Hms Hldgs Corp Stock | 0.4 | $1.0M | -2% | 28k | 36.97 | |
| Helios Technologies Stock (HLIO) | 0.4 | $938k | 13k | 72.83 | ||
| Smucker J M Stock (SJM) | 0.3 | $930k | -11% | 7.4k | 126.53 | |
| Merck & Co Stock (MRK) | 0.3 | $929k | -4% | 12k | 77.10 | |
| Alamos Gold Inc New Com Cl A Stock (AGI) | 0.3 | $890k | +5% | 114k | 7.81 | |
| 3M Stock (MMM) | 0.3 | $884k | -27% | 4.6k | 192.68 | |
| Middlesex Wtr Stock (MSEX) | 0.3 | $820k | -2% | 10k | 79.00 | |
| Acuity Brands Stock (AYI) | 0.3 | $808k | 4.9k | 165.00 | ||
| Disney Walt Stock (DIS) | 0.3 | $804k | -6% | 4.4k | 184.45 | |
| California Wtr Svc Group Stock (CWT) | 0.3 | $795k | -6% | 14k | 56.36 | |
| Schwab Charles Corp Stock (SCHW) | 0.3 | $795k | -2% | 12k | 65.22 | |
| Alphabet Class A Stock (GOOGL) | 0.3 | $792k | -12% | 384.00 | 2062.50 | |
| Intel Corp Stock (INTC) | 0.3 | $760k | -3% | 12k | 64.00 | |
| Texas Instrs Stock (TXN) | 0.3 | $743k | -2% | 3.9k | 189.06 | |
| Essential Utils Stock (WTRG) | 0.3 | $704k | -7% | 16k | 44.77 | |
| Tractor Supply Stock (TSCO) | 0.3 | $674k | -20% | 3.8k | 177.18 | |
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.3 | $666k | -2% | 2.6k | 255.47 | |
| Agnico Eagle Mines Stock (AEM) | 0.2 | $653k | +31% | 11k | 57.79 | |
| Barrick Gold Corp Stock (GOLD) | 0.2 | $618k | +15% | 31k | 19.79 | |
| Lilly Eli & Co Stock (LLY) | 0.2 | $601k | -3% | 3.2k | 186.70 | |
| Agilent Technologies Stock (A) | 0.2 | $572k | 4.5k | 127.05 | ||
| Prologis Reit (PLD) | 0.2 | $543k | 5.1k | 106.10 | ||
| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.2 | $524k | 9.6k | 54.59 | ||
| Pfizer Stock (PFE) | 0.2 | $513k | -24% | 14k | 36.22 | |
| Sysco Corp Stock (SYY) | 0.2 | $498k | -9% | 6.3k | 78.78 | |
| Hecla Mng Stock (HL) | 0.2 | $484k | 85k | 5.69 | ||
| Kirkland Lake Gold Stock (KL) | 0.2 | $482k | +44% | 14k | 33.82 | |
| Ipath Series B S&p 500 Vix Short-term Futures Etn Etf (VXX) | 0.2 | $461k | NEW | 40k | 11.41 | |
| Target Corp Stock (TGT) | 0.2 | $460k | -2% | 2.3k | 198.02 | |
| American Express Stock (AXP) | 0.2 | $457k | 3.2k | 141.40 | ||
| Ishares 20 Year Treasury Bond Etf Etf (TLT) | 0.2 | $446k | +2895% | 3.3k | 135.36 | |
| Hubbell Stock (HUBB) | 0.2 | $445k | -6% | 2.4k | 186.97 | |
| Comcast Corp New Cl A Stock (CMCSA) | 0.2 | $418k | 7.7k | 54.14 | ||
| Camden Ppty Tr Sh Ben Int Reit (CPT) | 0.2 | $416k | -2% | 3.8k | 109.91 | |
| Walgreens Boots Alliance Stock (WBA) | 0.2 | $414k | 7.6k | 54.83 | ||
| At&t Stock (T) | 0.1 | $397k | -10% | 13k | 30.27 | |
| Intuitive Surgical Stock (ISRG) | 0.1 | $388k | 525.00 | 739.05 | ||
| Pan Amern Silver Corp Stock (PAAS) | 0.1 | $381k | 13k | 30.00 | ||
| Paychex Stock (PAYX) | 0.1 | $381k | -2% | 3.9k | 98.12 | |
| International Business Machs Stock (IBM) | 0.1 | $380k | +19% | 2.9k | 133.15 | |
| Bristol-myers Squibb Stock (BMY) | 0.1 | $358k | 5.7k | 63.05 | ||
| Neogen Corp Stock (NEOG) | 0.1 | $358k | 4.0k | 88.77 | ||
| Citrix Sys Stock (CTXS) | 0.1 | $350k | 2.5k | 140.28 | ||
| Genuine Parts Stock (GPC) | 0.1 | $344k | -11% | 3.0k | 115.59 | |
| Amazon Stock (AMZN) | 0.1 | $331k | -6% | 107.00 | 3093.46 | |
| Keysight Technologies Stock (KEYS) | 0.1 | $323k | 2.3k | 143.49 | ||
| Aflac Stock (AFL) | 0.1 | $311k | 6.1k | 51.18 | ||
| Lowes Cos Stock (LOW) | 0.1 | $311k | 1.6k | 190.10 | ||
| Nextera Energy Stock (NEE) | 0.1 | $306k | 4.0k | 75.59 | ||
| Ishares Core Msci International Developed Markets Etf Etf (IDEV) | 0.1 | $303k | 4.7k | 64.67 | ||
| Union Pac Corp Stock (UNP) | 0.1 | $300k | -9% | 1.4k | 220.10 | |
| Invesco Qqq Trust Etf (QQQ) | 0.1 | $294k | 920.00 | 319.57 | ||
| Astrazeneca Adr (AZN) | 0.1 | $293k | 5.9k | 49.66 | ||
| Nike Inc Cl B Stock (NKE) | 0.1 | $292k | -4% | 2.2k | 132.73 | |
| Gilead Sciences Stock (GILD) | 0.1 | $286k | -37% | 4.4k | 64.56 | |
| Abbott Labs Stock (ABT) | 0.1 | $283k | 2.4k | 119.71 | ||
| Vanguard Value Index Fund Etf (VTV) | 0.1 | $283k | 2.2k | 131.32 | ||
| Abbvie Stock (ABBV) | 0.1 | $280k | -3% | 2.6k | 108.11 | |
| Oreilly Automotive Stock (ORLY) | 0.1 | $279k | -10% | 550.00 | 507.27 | |
| Coca Cola Stock (KO) | 0.1 | $278k | -6% | 5.3k | 52.67 | |
| General Electric Stock (GE) | 0.1 | $263k | 20k | 13.12 | ||
| Bar Hbr Bankshares Stock (BHB) | 0.1 | $263k | -32% | 8.9k | 29.46 | |
| Church & Dwight Stock (CHD) | 0.1 | $262k | 3.0k | 87.19 | ||
| Jpmorgan Chase & Co Stock (JPM) | 0.1 | $261k | -2% | 1.7k | 152.01 | |
| Exxon Mobil Corp Stock (XOM) | 0.1 | $259k | 4.6k | 55.82 | ||
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.1 | $259k | -10% | 125.00 | 2072.00 | |
| Vanguard Growth Index Fund Etf (VUG) | 0.1 | $258k | -16% | 1.0k | 257.23 | |
| Medtronic Stock (MDT) | 0.1 | $256k | -33% | 2.2k | 118.24 | |
| Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) | 0.1 | $254k | 8.1k | 31.29 | ||
| Paypal Hldgs Stock (PYPL) | 0.1 | $249k | -6% | 1.0k | 242.45 | |
| Mettler Toledo International Stock (MTD) | 0.1 | $248k | 215.00 | 1153.49 | ||
| Cvs Health Corp Stock (CVS) | 0.1 | $243k | +2% | 3.2k | 75.14 | |
| Nvidia Corporation Stock (NVDA) | 0.1 | $238k | -11% | 445.00 | 534.83 | |
| First Majestic Silver Corp Stock (AG) | 0.1 | $234k | -21% | 15k | 15.60 | |
| Carmax Stock (KMX) | 0.1 | $234k | -11% | 1.8k | 132.58 | |
| Renaissancere Hldgs Stock (RNR) | 0.1 | $229k | -3% | 1.4k | 160.14 | |
| Costco Whsl Corp Stock (COST) | 0.1 | $226k | -10% | 641.00 | 352.57 | |
| Ansys Stock (ANSS) | 0.1 | $225k | 662.00 | 339.88 | ||
| Waters Corp Stock (WAT) | 0.1 | $224k | -12% | 790.00 | 283.54 | |
| Hershey Stock (HSY) | 0.1 | $221k | 1.4k | 157.86 | ||
| Laboratory Corp Amer Hldgs Stock (LH) | 0.1 | $219k | 859.00 | 254.95 | ||
| Fedex Corp Stock (FDX) | 0.1 | $217k | -3% | 765.00 | 283.66 | |
| Cigna Corp Stock (CI) | 0.1 | $212k | 875.00 | 242.29 | ||
| Lakeland Finl Corp Stock (LKFN) | 0.1 | $207k | -11% | 3.0k | 69.12 | |
| United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $204k | -39% | 1.2k | 170.00 | |
| Danaher Corporation Stock (DHR) | 0.1 | $204k | 907.00 | 224.92 | ||
| Coeur Mng Stock (CDE) | 0.1 | $199k | 22k | 9.05 | ||
| Aea-bridges Impact Corp Shs Cl A Stock (IMPX) | 0.1 | $185k | NEW | 19k | 9.83 | |
| Pretium Res Stock (PVG) | 0.1 | $156k | +15% | 15k | 10.40 | |
| Endeavour Silver Corp Stock (EXK) | 0.1 | $149k | 30k | 4.97 | ||
| Fortuna Silver Mines Stock (FSM) | 0.0 | $91k | 14k | 6.50 | ||
Past Filings by Clean Yield Group
SEC 13F filings are viewable for Clean Yield Group going back to 2011
- Clean Yield Group 2021 Q1 filed April 26, 2021
- Clean Yield Group 2020 Q4 filed Jan. 26, 2021
- Clean Yield Group 2020 Q3 filed Oct. 16, 2020
- Clean Yield Group 2020 Q2 filed July 22, 2020
- Clean Yield Group 2020 Q1 filed April 20, 2020
- Clean Yield Group 2019 Q4 filed Jan. 17, 2020
- Clean Yield Group 2019 Q3 filed Oct. 23, 2019
- Clean Yield Group 2019 Q2 filed July 22, 2019
- Clean Yield Group 2019 Q1 filed April 24, 2019
- Clean Yield Group 2018 Q4 filed Jan. 23, 2019
- Clean Yield Group 2018 Q3 filed Oct. 22, 2018
- Clean Yield Group 2018 Q2 filed July 24, 2018
- Clean Yield Group 2018 Q1 filed April 23, 2018
- Clean Yield Group 2017 Q4 filed Jan. 16, 2018
- Clean Yield Group 2017 Q3 filed Oct. 11, 2017
- Clean Yield 2017 Q2 filed July 17, 2017