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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
XOMExxon Mobil Corp
Recent Activity
Increased 0.84%
0.96%
$1.999M
18,585 shares@ $107.57 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 0.61%
0.95%
$1.971M
33,302 shares@ $59.2 avg price
AMATApplied Matls Inc
Recent Activity
Increased 4.39%
0.87%
$1.813M
11,149 shares@ $162.64 avg price
BACBank America Corp
Recent Activity
Increased 0.79%
0.85%
$1.756M
39,947 shares@ $43.96 avg price
METMetlife Inc
Recent Activity
Increased 0.42%
0.83%
$1.723M
21,037 shares@ $81.89 avg price
VVisa Inc
Recent Activity
Increased 1.7%
0.81%
$1.689M
5,344 shares@ $316.05 avg price
CMCSAComcast Corp New
Recent Activity
Increased 1.26%
0.77%
$1.594M
42,480 shares@ $37.53 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 4.48%
0.77%
$1.587M
7,024 shares@ $225.89 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 3.31%
0.76%
$1.57M
27,766 shares@ $56.57 avg price
ORCLOracle Corp
Recent Activity
Increased 0.35%
0.72%
$1.482M
8,893 shares@ $166.65 avg price