Jenny Ly

@Clean Yield Group

Latest period2024 - Q4

Reported5d ago

Managed Assets$314.392M

Total holdings458

Assets growth rate-0.38%

Assets growth rate (2-Q avg)8.76%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Clean Yield Group's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 458 positions.

Assets under management

The assets under management (AUM) of Clean Yield Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 314.392M in assets, with a quarterly growth rate of -0.38% and a 2-quarter average growth rate of 8.76%. The portfolio is managed by Jenny Ly, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PINCPremier Inc Cl A Recent Activity Exited	0%	$2.252M 112,610 shares@ $20.0 avg price	Exited
ANETArista Networks Inc Com Recent Activity Exited	0%	$1.993M 5,192 shares@ $383.82 avg price	Exited
DGROIshares Core Dividend Growth Etf Recent Activity Exited	0%	$81,497 1,300 shares@ $62.69 avg price	Exited
IJTIshares S&p Small-cap 600 Growth Etf Recent Activity Exited	0%	$55,796 400 shares@ $139.49 avg price	Exited
AGGIshares Core U.s. Aggregate Bond Etf Recent Activity Exited	0%	$41,116 406 shares@ $101.28 avg price	Exited
SONSonoco Prods Co Com Recent Activity Exited	0%	$16,389 300 shares@ $54.63 avg price	Exited
OKEOneok Inc New Com Recent Activity Exited	0%	$14,125 155 shares@ $91.13 avg price	Exited
RUNSunrun Inc Com Recent Activity Exited	0%	$9,084 503 shares@ $18.06 avg price	Exited
ICLNIshares Global Clean Energy Etf Recent Activity Exited	0%	$8,491 578 shares@ $14.7 avg price	Exited
ZMZoom Video Communications Inc Cl A Recent Activity Exited	0%	$8,020 115 shares@ $69.74 avg price	Exited