Clean Yield Group Buys Nomad Foods, Nokia Oyj, Check Point Software Technologies, Sells American Campus Communities Inc, Ventas Inc, Lakeland Financial Corp

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Jul 22, 2020
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Norwich, VT, based Investment company Clean Yield Group (Current Portfolio) buys Nomad Foods, Nokia Oyj, Check Point Software Technologies, Essential Utilities Inc, Umpqua Holdings Corp, sells American Campus Communities Inc, Ventas Inc, Lakeland Financial Corp, Novo Nordisk A/S, Highwoods Properties Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Clean Yield Group. As of 2020Q2, Clean Yield Group owns 327 stocks with a total value of $231 million. These are the details of the buys and sells.

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
  1. SPDR S&P 500 (SPY) - 130,200 shares, 17.37% of the total portfolio.
  2. Apple Inc (AAPL) - 21,796 shares, 3.44% of the total portfolio. Shares reduced by 7.18%
  3. Century Bancorp Inc (CNBKA) - 90,955 shares, 3.06% of the total portfolio. Shares reduced by 18.12%
  4. Unilever NV (UN) - 130,301 shares, 3.00% of the total portfolio. Shares added by 6.86%
  5. Vodafone Group PLC (VOD) - 422,294 shares, 2.91% of the total portfolio. Shares added by 4.58%
New Purchase: Nomad Foods Ltd (NOMD)

Clean Yield Group initiated holding in Nomad Foods Ltd. The purchase prices were between $18.38 and $22.35, with an estimated average price of $20.8. The stock is now traded at around $21.48. The impact to a portfolio due to this purchase was 0.66%. The holding were 71,208 shares as of .

New Purchase: Nokia Oyj (NOK)

Clean Yield Group initiated holding in Nokia Oyj. The purchase prices were between $2.97 and $4.52, with an estimated average price of $3.76. The stock is now traded at around $4.52. The impact to a portfolio due to this purchase was 0.66%. The holding were 344,744 shares as of .

New Purchase: Check Point Software Technologies Ltd (CHKP)

Clean Yield Group initiated holding in Check Point Software Technologies Ltd. The purchase prices were between $98.28 and $111.67, with an estimated average price of $105.87. The stock is now traded at around $122.38. The impact to a portfolio due to this purchase was 0.33%. The holding were 7,065 shares as of .

New Purchase: Essential Utilities Inc (WTRG)

Clean Yield Group initiated holding in Essential Utilities Inc. The purchase prices were between $38.5 and $46.61, with an estimated average price of $42.23. The stock is now traded at around $45.72. The impact to a portfolio due to this purchase was 0.32%. The holding were 17,570 shares as of .

New Purchase: SPDR Portfolio Short Term Corporate Bond (SPSB)

Clean Yield Group initiated holding in SPDR Portfolio Short Term Corporate Bond. The purchase prices were between $30.09 and $31.34, with an estimated average price of $30.99. The stock is now traded at around $31.39. The impact to a portfolio due to this purchase was 0.12%. The holding were 8,918 shares as of .

New Purchase: iShares MSCI KLD 400 Social (DSI)

Clean Yield Group initiated holding in iShares MSCI KLD 400 Social. The purchase prices were between $93.04 and $122.06, with an estimated average price of $110.69. The stock is now traded at around $124.49. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,852 shares as of .

Added: Umpqua Holdings Corp (UMPQ)

Clean Yield Group added to a holding in Umpqua Holdings Corp by 22.65%. The purchase prices were between $9.43 and $13.5, with an estimated average price of $11.2. The stock is now traded at around $11.06. The impact to a portfolio due to this purchase was 0.18%. The holding were 211,272 shares as of .

Added: Camden Property Trust (CPT)

Clean Yield Group added to a holding in Camden Property Trust by 228.51%. The purchase prices were between $71.95 and $101.56, with an estimated average price of $88.29. The stock is now traded at around $90.25. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,860 shares as of .

Added: iShares National Muni Bond (MUB)

Clean Yield Group added to a holding in iShares National Muni Bond by 658.23%. The purchase prices were between $109.93 and $115.44, with an estimated average price of $113.52. The stock is now traded at around $116.47. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,198 shares as of .

Added: iShares Agency Bond (AGZ)

Clean Yield Group added to a holding in iShares Agency Bond by 38.22%. The purchase prices were between $119.54 and $120.97, with an estimated average price of $120.42. The stock is now traded at around $121.37. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,987 shares as of .

Added: Alexandria Real Estate Equities Inc (ARE)

Clean Yield Group added to a holding in Alexandria Real Estate Equities Inc by 196.00%. The purchase prices were between $129.99 and $170.93, with an estimated average price of $152.59. The stock is now traded at around $168.68. The impact to a portfolio due to this purchase was 0.03%. The holding were 740 shares as of .

Added: Hecla Mining Co (HL)

Clean Yield Group added to a holding in Hecla Mining Co by 27.40%. The purchase prices were between $1.69 and $3.59, with an estimated average price of $2.75. The stock is now traded at around $5.31. The impact to a portfolio due to this purchase was 0.03%. The holding were 93,000 shares as of .

Sold Out: Essential Utilities Inc (A2A)

Clean Yield Group sold out a holding in Essential Utilities Inc. The sale prices were between $34.55 and $40.8, with an estimated average price of $38.13.

Sold Out: Insperity Inc (NSP)

Clean Yield Group sold out a holding in Insperity Inc. The sale prices were between $31.03 and $64.73, with an estimated average price of $49.71.

Sold Out: Raytheon Technologies Corp (5UR)

Clean Yield Group sold out a holding in Raytheon Technologies Corp. The sale prices were between $48.51 and $87.51, with an estimated average price of $59.45.

Sold Out: Herman Miller Inc (MLHR)

Clean Yield Group sold out a holding in Herman Miller Inc. The sale prices were between $17.79 and $28.89, with an estimated average price of $22.6.

Sold Out: Vanguard FTSE All World Ex US (VEU)

Clean Yield Group sold out a holding in Vanguard FTSE All World Ex US. The sale prices were between $39.28 and $49.82, with an estimated average price of $44.69.

Sold Out: Badger Meter Inc (BMI)

Clean Yield Group sold out a holding in Badger Meter Inc. The sale prices were between $47.57 and $66.81, with an estimated average price of $59.24.



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