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
Exited
0%
$966,601
1,018 shares@ $949.51 avg price
CECelanese Corp Del
Recent Activity
Exited
0%
$384,631
2,829 shares@ $135.97 avg price
IBTEIshares Tr
Recent Activity
Exited
0%
$363,552
15,148 shares@ $24.0 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Exited
0%
$212,666
4,027 shares@ $52.82 avg price
SDYSpdr Ser Tr
Recent Activity
Exited
0%
$210,929
1,485 shares@ $142.04 avg price
STZConstellation Brands Inc
Recent Activity
Exited
0%
$206,152
800 shares@ $257.69 avg price
DEODiageo Plc
Recent Activity
Exited
0%
$202,090
1,440 shares@ $140.35 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$201,485
2,219 shares@ $90.8 avg price