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
OMCOmnicom Group Inc Com Recent Activity Exited	0%	$4,859 47 shares@ $103.39 avg price	Exited
TANInvesco Solar Etf Recent Activity Exited	0%	$2,673 62 shares@ $43.12 avg price	Exited
MDTMedtronic Plc Shs Recent Activity Exited	0%	$2,161 24 shares@ $90.05 avg price	Exited
KDPKeurig Dr Pepper Inc Com Recent Activity Exited	0%	$1,649 44 shares@ $37.48 avg price	Exited
BALLBall Corp Com Recent Activity Exited	0%	$1,630 24 shares@ $67.92 avg price	Exited
QSRRestaurant Brands Intl Inc Com Recent Activity Exited	0%	$1,515 21 shares@ $72.15 avg price	Exited
SNYSanofi Sponsored Adr Recent Activity Exited	0%	$1,153 20 shares@ $57.65 avg price	Exited
TIMBTim S A Sponsored Adr Recent Activity Exited	0%	$1,050 61 shares@ $17.22 avg price	Exited
OCOwens Corning New Com Recent Activity Exited	0%	$706 4 shares@ $176.5 avg price	Exited
SHGShinhan Financial Group Co Ltd Spn Adr Restrd Recent Activity Exited	0%	$551 13 shares@ $42.39 avg price	Exited