test

Linda M. Dagilus

@Greenfield Savings Bank

Latest period2024 - Q4ReportedManaged Assets$208.576MTotal holdings146
Assets growth rate-1.13%Assets growth rate (2-Q avg)3.66%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Greenfield Savings Bank's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of Greenfield Savings Bank 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 208.576M in assets, with a quarterly growth rate of -1.13% and a 2-quarter average growth rate of 3.66%. The portfolio is managed by Linda M. Dagilus, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc
Recent Activity
New Position
0.5%
$1.038M
1,013 shares@ $1025.11 avg price
IBTHIshares Tr
Recent Activity
New Position
0.14%
$285,183
12,848 shares@ $22.2 avg price
EBAYEbay Inc.
Recent Activity
New Position
0.14%
$271,341
4,380 shares@ $61.95 avg price
NXPINxp Semiconductors N V
Recent Activity
New Position
0.13%
$258,981
1,246 shares@ $207.85 avg price
DLRDigital Rlty Tr Inc
Recent Activity
New Position
0.13%
$253,937
1,432 shares@ $177.34 avg price
QCOMQualcomm Inc
Recent Activity
New Position
0.11%
$222,749
1,450 shares@ $153.62 avg price