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Jenny Ly

@Clean Yield Group

Latest period2024 - Q4ReportedManaged Assets$314.392MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NOWServicenow Inc Com
Recent Activity
Increased 11.81%
1.33%
$4.157M
3,921 shares@ $1060.13 avg price
ROSTRoss Stores Inc Com
Recent Activity
Increased 14.21%
1.28%
$4.008M
26,497 shares@ $151.27 avg price
DGXQuest Diagnostics Inc Com
Recent Activity
Increased 17.75%
1.27%
$3.987M
26,428 shares@ $150.86 avg price
ASMLAsml Holding N V N Y Registry Shs
Recent Activity
Increased 5448.49%
1.22%
$3.807M
5,493 shares@ $693.08 avg price
CMGChipotle Mexican Grill Inc Com
Recent Activity
Increased 5.06%
1.2%
$3.768M
62,482 shares@ $60.31 avg price
HUBBHubbell Inc Com
Recent Activity
Increased 2.4%
1.12%
$3.503M
8,363 shares@ $418.89 avg price
HOLXHologic Inc Com
Recent Activity
Increased 18.94%
1.05%
$3.291M
45,646 shares@ $72.09 avg price
PGProcter And Gamble Co Com
Recent Activity
Increased 0.44%
1.02%
$3.202M
19,098 shares@ $167.65 avg price
LULULululemon Athletica Inc Com
Recent Activity
Increased 21297.23%
0.94%
$2.946M
7,703 shares@ $382.41 avg price
LLYEli Lilly & Co Com
Recent Activity
Increased 1.03%
0.9%
$2.822M
3,656 shares@ $772.0 avg price