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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
MCDMcdonalds Corp
Recent Activity
Decreased -1.6%
1.22%
$2.527M
8,718 shares@ $289.89 avg price
NEENextera Energy Inc
Recent Activity
Decreased -0.14%
1.21%
$2.518M
35,127 shares@ $71.7 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.13%
1.13%
$2.356M
8,130 shares@ $289.81 avg price
CATCaterpillar Inc
Recent Activity
Decreased -0.84%
1.13%
$2.354M
6,489 shares@ $362.77 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.74%
1.13%
$2.336M
13,935 shares@ $167.66 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 0.26%
1.12%
$2.33M
19,364 shares@ $120.35 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -1.66%
1.12%
$2.32M
4,775 shares@ $485.95 avg price
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
TSLATesla Inc
Recent Activity
Decreased -3.45%
0.95%
$1.963M
4,861 shares@ $403.84 avg price