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Clean Yield Group Buys VanEck Green Bond ETF, Kilroy Realty Corp, Amalgamated Financial Corp, Sells Utah Medical Products Inc, Alcon Inc, Camden Property Trust

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Oct 27, 2021
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Norwich, VT, based Investment company Clean Yield Group (Current Portfolio) buys VanEck Green Bond ETF, Kilroy Realty Corp, Amalgamated Financial Corp, Vital Farms Inc, Smith & Nephew PLC, sells Utah Medical Products Inc, Alcon Inc, Camden Property Trust, iShares 20+ Year Treasury Bond ETF, VanEck Vectors Fallen Angel High Yield Bond ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Clean Yield Group. As of 2021Q3, Clean Yield Group owns 473 stocks with a total value of $305 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. S&P 500 ETF TRUST ETF (SPY) - 52,100 shares, 7.33% of the total portfolio.
  2. Apple Inc (AAPL) - 90,995 shares, 4.22% of the total portfolio. Shares added by 13.48%
  3. VanEck Green Bond ETF (GRNB) - 400,043 shares, 3.57% of the total portfolio. New Position
  4. Century Bancorp Inc (CNBKA) - 72,357 shares, 2.74% of the total portfolio. Shares reduced by 5.84%
  5. GlaxoSmithKline PLC (GSK) - 213,598 shares, 2.68% of the total portfolio. Shares added by 3.13%
New Purchase: VanEck Green Bond ETF (GRNB)

Clean Yield Group initiated holding in VanEck Green Bond ETF. The purchase prices were between $27.1 and $27.51, with an estimated average price of $27.38. The stock is now traded at around $26.989900. The impact to a portfolio due to this purchase was 3.57%. The holding were 400,043 shares as of 2021-09-30.

New Purchase: Kilroy Realty Corp (KRC)

Clean Yield Group initiated holding in Kilroy Realty Corp. The purchase prices were between $63.62 and $71.88, with an estimated average price of $67.41. The stock is now traded at around $68.090000. The impact to a portfolio due to this purchase was 0.86%. The holding were 39,379 shares as of 2021-09-30.

New Purchase: Amalgamated Financial Corp (AMAL)

Clean Yield Group initiated holding in Amalgamated Financial Corp. The purchase prices were between $13.6 and $16.01, with an estimated average price of $15.32. The stock is now traded at around $17.950000. The impact to a portfolio due to this purchase was 0.63%. The holding were 121,940 shares as of 2021-09-30.

New Purchase: Vital Farms Inc (VITL)

Clean Yield Group initiated holding in Vital Farms Inc. The purchase prices were between $16.45 and $20.5, with an estimated average price of $17.97. The stock is now traded at around $16.600000. The impact to a portfolio due to this purchase was 0.61%. The holding were 106,360 shares as of 2021-09-30.

New Purchase: VanEck Muni Allocation ETF (MAAX)

Clean Yield Group initiated holding in VanEck Muni Allocation ETF. The purchase prices were between $24.78 and $25.24, with an estimated average price of $25.12. The stock is now traded at around $24.565000. The impact to a portfolio due to this purchase was 0.07%. The holding were 8,250 shares as of 2021-09-30.

New Purchase: Newmont Corp (NEM)

Clean Yield Group initiated holding in Newmont Corp. The purchase prices were between $53.71 and $63.98, with an estimated average price of $59.05. The stock is now traded at around $57.655000. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,900 shares as of 2021-09-30.

Added: Smith & Nephew PLC (SNN)

Clean Yield Group added to a holding in Smith & Nephew PLC by 149.91%. The purchase prices were between $34.34 and $44.17, with an estimated average price of $39.46. The stock is now traded at around $35.785000. The impact to a portfolio due to this purchase was 0.5%. The holding were 74,517 shares as of 2021-09-30.

Added: Washington REIT (WRE)

Clean Yield Group added to a holding in Washington REIT by 26.91%. The purchase prices were between $23.32 and $25.64, with an estimated average price of $24.59. The stock is now traded at around $25.190000. The impact to a portfolio due to this purchase was 0.36%. The holding were 206,458 shares as of 2021-09-30.

Added: The Home Depot Inc (HD)

Clean Yield Group added to a holding in The Home Depot Inc by 30.53%. The purchase prices were between $317.05 and $341.41, with an estimated average price of $328.29. The stock is now traded at around $373.200000. The impact to a portfolio due to this purchase was 0.14%. The holding were 5,442 shares as of 2021-09-30.

Added: UnitedHealth Group Inc (UNH)

Clean Yield Group added to a holding in UnitedHealth Group Inc by 419.76%. The purchase prices were between $390.74 and $429.71, with an estimated average price of $414.25. The stock is now traded at around $456.070000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,289 shares as of 2021-09-30.

Added: Alphabet Inc (GOOGL)

Clean Yield Group added to a holding in Alphabet Inc by 31.17%. The purchase prices were between $2448.89 and $2904.31, with an estimated average price of $2720.51. The stock is now traded at around $2943.889400. The impact to a portfolio due to this purchase was 0.11%. The holding were 526 shares as of 2021-09-30.

Added: NextEra Energy Inc (NEE)

Clean Yield Group added to a holding in NextEra Energy Inc by 97.13%. The purchase prices were between $74.19 and $86.48, with an estimated average price of $80.63. The stock is now traded at around $85.240000. The impact to a portfolio due to this purchase was 0.1%. The holding were 7,980 shares as of 2021-09-30.

Sold Out: VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL)

Clean Yield Group sold out a holding in VanEck Vectors Fallen Angel High Yield Bond ETF. The sale prices were between $32.49 and $33.33, with an estimated average price of $32.88.

Sold Out: Duff & Phelps Global Utility Income Fund Inc. (DPG)

Clean Yield Group sold out a holding in Duff & Phelps Global Utility Income Fund Inc.. The sale prices were between $13.26 and $14.93, with an estimated average price of $14.32.

Sold Out: Phillips 66 Partners LP (PSXP)

Clean Yield Group sold out a holding in Phillips 66 Partners LP. The sale prices were between $33.96 and $40.44, with an estimated average price of $36.6.

Sold Out: Kinder Morgan Inc (KMI)

Clean Yield Group sold out a holding in Kinder Morgan Inc. The sale prices were between $15.68 and $18.67, with an estimated average price of $17.

Sold Out: NeuBase Therapeutics Inc (NBSE)

Clean Yield Group sold out a holding in NeuBase Therapeutics Inc. The sale prices were between $3.27 and $4.76, with an estimated average price of $3.84.

Sold Out: Natus Medical Inc (NTUS)

Clean Yield Group sold out a holding in Natus Medical Inc. The sale prices were between $24.03 and $26.97, with an estimated average price of $25.5.



Here is the complete portfolio of Clean Yield Group. Also check out:

1. Clean Yield Group's Undervalued Stocks
2. Clean Yield Group's Top Growth Companies, and
3. Clean Yield Group's High Yield stocks
4. Stocks that Clean Yield Group keeps buying
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