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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
MAMastercard Incorporated
Recent Activity
Decreased -1.47%
2.03%
$4.233M
8,039 shares@ $526.57 avg price
PGRProgressive Corp
Recent Activity
Decreased -0.68%
1.88%
$3.906M
16,300 shares@ $239.61 avg price
AXPAmerican Express Co
Recent Activity
Decreased -0.35%
1.87%
$3.893M
13,118 shares@ $296.79 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 5.74%
1.84%
$3.828M
7,487 shares@ $511.23 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.9%
1.66%
$3.455M
5,900 shares@ $585.51 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.67%
1.54%
$3.194M
17,975 shares@ $177.71 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.97%
1.53%
$3.175M
16,770 shares@ $189.3 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -1%
1.43%
$2.978M
5,887 shares@ $505.87 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 8.89%
1.33%
$2.758M
6,482 shares@ $425.5 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 11.29%
1.32%
$2.741M
4,676 shares@ $586.08 avg price