- New Purchases: HC5, LTC, HYMB, PBCT, COP, EFV, BBK, VB, NUW, BK, VNQ, YUM, AVY, VEA, MUB, IWR, YUMC, DXJ, HEDJ, GAIA, VWO, CLX, FDS, GDX, VFC, DBC, PFLT, LHX, OTTR, PII, ETY, UMPQ,
- Added Positions: ALC, TU, AMRC, UN, HMSY, HTA, CMCSA, RNR, KL, ACC, BMY, ADP, NSP, AFL, WY, IFF, INTU, AGZ, MRK, PSX, SHW, T, PEP, INTC, AEM, EMN, PFE, IJH, EEM, XOM, BRK.B, SLV, IWM, CDK, AGI, TXN, JW.A, GOLD, CHD, CB, WAB, GDXJ, MDLZ, VXX,
- Reduced Positions: CVS, MAA, HAIN, VOD, GILD, AAPL, PG, VTR, BHB, AMGN, AZN, CXP, CSCO, DOC, TSCO, EXPD, CAC, GPC, XRAY, PYPL, HIFS, SNY, GIS, GE, LKFN, APD, IBM, LLY, BIIB, NVO, PVG, NGD, PDM, HASI, DGX, HIW, MLHR, HL, MMM, SON, CL, V, UTMD, ADBE, AJG, TNC, NLOK, FSLR, NVS, GOOG, KAI, JPM, HD, GSK, AXP, FDX, SCHW, COST, CDE, GLW, SPY, ANTM, WFC, DG, GLD, UPS, TGT, HLIO, TRV, SIVB, PAAS, OXY, NEM, MET, MDT, GOOGL, CERN, WTR, A, ABT,
- Sold Out: CTWS, UBNK, IAG, NSC, STI, FRC, HSBCPA, AUY, EQH, VSM, AABA, JCI, CELG, REGN, MITK, ALLT, SPSC, PANW, ANET, BDN, MDRX,
For the details of Clean Yield Group's stock buys and sells, go to https://www.gurufocus.com/guru/clean+yield+group/current-portfolio/portfolio
These are the top 5 holdings of Clean Yield Group- SPDR S&P 500 ETF Trust (SPY) - 178,300 shares, 17.99% of the total portfolio.
- Century Bancorp Inc (CNBKA) - 105,896 shares, 2.99% of the total portfolio. Shares reduced by 0.34%
- Apple Inc (AAPL) - 31,454 shares, 2.90% of the total portfolio. Shares reduced by 7.77%
- Johnson & Johnson (JNJ) - 59,666 shares, 2.73% of the total portfolio. Shares reduced by 0.03%
- General Mills Inc (GIS) - 120,161 shares, 2.02% of the total portfolio. Shares reduced by 1.62%
Clean Yield Group initiated holding in Healthpeak Properties Inc. The purchase prices were between $28.63 and $34, with an estimated average price of $31.41. The stock is now traded at around $32.34. The impact to a portfolio due to this purchase was 0.91%. The holding were 84,560 shares as of .
New Purchase: LTC Properties Inc (LTC)Clean Yield Group initiated holding in LTC Properties Inc. The purchase prices were between $43.75 and $52.92, with an estimated average price of $47.92. The stock is now traded at around $46.91. The impact to a portfolio due to this purchase was 0.49%. The holding were 35,072 shares as of .
New Purchase: SPDR® Nuveen Bloomberg Barclays High Yield Munici (HYMB)Clean Yield Group initiated holding in SPDR® Nuveen Bloomberg Barclays High Yield Munici. The purchase prices were between $58.29 and $59, with an estimated average price of $58.67. The stock is now traded at around $59.90. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,143 shares as of .
New Purchase: People's United Financial Inc (PBCT)Clean Yield Group initiated holding in People's United Financial Inc. The purchase prices were between $14.92 and $17.19, with an estimated average price of $16.42. The stock is now traded at around $16.04. The impact to a portfolio due to this purchase was 0.05%. The holding were 9,275 shares as of .
New Purchase: ConocoPhillips (COP)Clean Yield Group initiated holding in ConocoPhillips. The purchase prices were between $53.07 and $65.03, with an estimated average price of $58.97. The stock is now traded at around $64.95. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,740 shares as of .
New Purchase: Truist Financial Corp (BBK)Clean Yield Group initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $49.40. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,011 shares as of .
Added: Alcon Inc (ALC)Clean Yield Group added to a holding in Alcon Inc by 253.39%. The purchase prices were between $55.04 and $59.27, with an estimated average price of $57.24. The stock is now traded at around $61.37. The impact to a portfolio due to this purchase was 0.51%. The holding were 39,770 shares as of .
Added: Ameresco Inc (AMRC)Clean Yield Group added to a holding in Ameresco Inc by 64.23%. The purchase prices were between $14.19 and $17.69, with an estimated average price of $15.76. The stock is now traded at around $19.92. The impact to a portfolio due to this purchase was 0.18%. The holding were 82,525 shares as of .
Added: HMS Holdings Corp (HMSY)Clean Yield Group added to a holding in HMS Holdings Corp by 205.76%. The purchase prices were between $26.53 and $34.36, with an estimated average price of $30.62. The stock is now traded at around $28.61. The impact to a portfolio due to this purchase was 0.1%. The holding were 16,190 shares as of .
Added: Comcast Corp (CMCSA)Clean Yield Group added to a holding in Comcast Corp by 622.02%. The purchase prices were between $42.07 and $46.08, with an estimated average price of $44.51. The stock is now traded at around $47.29. The impact to a portfolio due to this purchase was 0.09%. The holding were 7,935 shares as of .
Added: Kirkland Lake Gold Ltd (KL)Clean Yield Group added to a holding in Kirkland Lake Gold Ltd by 9833.33%. The purchase prices were between $39.15 and $48.9, with an estimated average price of $44.24. The stock is now traded at around $43.67. The impact to a portfolio due to this purchase was 0.08%. The holding were 5,960 shares as of .
Added: RenaissanceRe Holdings Ltd (RNR)Clean Yield Group added to a holding in RenaissanceRe Holdings Ltd by 800.00%. The purchase prices were between $182.78 and $200.82, with an estimated average price of $189.51. The stock is now traded at around $193.81. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,485 shares as of .
Sold Out: Connecticut Water Service Inc (CTWS)Clean Yield Group sold out a holding in Connecticut Water Service Inc. The sale prices were between $69.95 and $70.01, with an estimated average price of $69.98.
Sold Out: United Financial Bancorp Inc (UBNK)Clean Yield Group sold out a holding in United Financial Bancorp Inc. The sale prices were between $13.05 and $14.86, with an estimated average price of $13.94.
Sold Out: Iamgold Corp (IAG)Clean Yield Group sold out a holding in Iamgold Corp. The sale prices were between $3.26 and $3.82, with an estimated average price of $3.54.
Sold Out: SunTrust Banks Inc (STI)Clean Yield Group sold out a holding in SunTrust Banks Inc. The sale prices were between $65.35 and $71.45, with an estimated average price of $69.19.
Sold Out: Norfolk Southern Corp (NSC)Clean Yield Group sold out a holding in Norfolk Southern Corp. The sale prices were between $166.74 and $196.95, with an estimated average price of $187.99.
Sold Out: First Republic Bank (FRC)Clean Yield Group sold out a holding in First Republic Bank. The sale prices were between $91.71 and $117.9, with an estimated average price of $108.39.
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