- New Purchases: NOK, NOMD, CHKP, WTRG, SPSB, DSI, RTX, AG, EXK, ANGL, SIL, FSM, OTIS, CARR, TLT, IEF, TWOU, PVG, PBCT, BVN, PBW, PFG,
- Added Positions: HTA, UN, UMPQ, VOD, TU, CPT, MUB, AGZ, ARE, HL, HASI, VZ, GDX, TROW,
- Reduced Positions: ACC, VTR, CNBKA, LKFN, NVO, HIW, BHB, CVS, CAC, DOC, PDM, AAPL, HAIN, KL, HIFS, SLV, MKC, AMGN, NEM, CSCO, HMSY, SYY, AEM, BIIB, TSCO, USB, XRAY, MAA, MSEX, UTMD, AMRC, ALC, IJH, CBU, GIS, SNY, ADP, CWT, EXPD, GPC, GOOGL, ITW, MSFT, WAT, AGI, PLD, CDE, IBM, INTU, JW.A, LTC, MDT, DGX, TRMB, AWK, MMM, ADBE, AZN, CTXS, GILD, PEAK, MCD, NKE, ORA, PAAS, TRV, SYK, HYMB, MDY, AMD, AXP, BAX, BDX, BBY, SCHW, KO, EMR, XOM, HSY, INTC, SJM, JPM, KAI, MDLZ, NTUS, PAYX, PEP, RNR, SIVB, CRM, SON, STT, TMO, UPS, UNH, WFC, MA, FSLR, MSCI, XYL, ABBV, ETSY, PYPL, DOCU, EEM, IWR, VB, ADI, BK, GOLD, BLKB, CI, CMCSA, STZ, DD, HXL, HD, ILMN, IRM, MIDD, OMC, PNC, HLIO, NLOK, TNC, GWW, WAB, ZBH, TSLA, PACB, DOW, ZM, CTVA,
- Sold Out: A2A, NSP, 5UR, MLHR, VEU, BA, BMI, VIOO, ADSK, BRKL, GUNR, USFD, VNQ, MSI, ICF, QCOM, RYN, WHG, MRVL, WLTW, CXP, CB, IGF, SPLV, TDTT, VWO, EWBC, AOS, CBRE, COF, CAG, DEO, MMC, ECL, OTTR, MTX, ASML, ACN, AJG, AVB, BWA, LHCG, CRH, IBB, OMCL, DEM, DELL, 5GD, LW, OKE, PRU, FBHS, PFLT, NXPI, PII, 2IS, BKNG, IPGP, ETY, FLEX, GAIA, VFC, UGI, TILE, JCI,
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 (SPY) - 130,200 shares, 17.37% of the total portfolio.
- Apple Inc (AAPL) - 21,796 shares, 3.44% of the total portfolio. Shares reduced by 7.18%
- Century Bancorp Inc (CNBKA) - 90,955 shares, 3.06% of the total portfolio. Shares reduced by 18.12%
- Unilever NV (UN) - 130,301 shares, 3.00% of the total portfolio. Shares added by 6.86%
- Vodafone Group PLC (VOD) - 422,294 shares, 2.91% of the total portfolio. Shares added by 4.58%
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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