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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
JNJJohnson & Johnson
Recent Activity
Decreased -1.05%
0.74%
$1.537M
10,631 shares@ $144.62 avg price
PAYXPaychex Inc
Recent Activity
Decreased -1.4%
0.73%
$1.522M
10,853 shares@ $140.23 avg price
FTNTFortinet Inc
Recent Activity
Decreased -3.28%
0.69%
$1.425M
15,085 shares@ $94.49 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.12%
0.63%
$1.301M
8,558 shares@ $152.06 avg price
EFAIshares Tr
Recent Activity
Decreased -0.66%
0.61%
$1.268M
16,776 shares@ $75.61 avg price
RTXRtx Corporation
Recent Activity
Decreased -1.28%
0.6%
$1.24M
10,713 shares@ $115.72 avg price
WMTWalmart Inc
Recent Activity
Decreased -0.98%
0.53%
$1.093M
12,093 shares@ $90.36 avg price
VLOValero Energy Corp
Recent Activity
Decreased -12.17%
0.51%
$1.047M
8,537 shares@ $122.6 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -0.81%
0.47%
$963,679
24,098 shares@ $39.99 avg price
PFEPfizer Inc
Recent Activity
Decreased -7.39%
0.46%
$951,949
35,882 shares@ $26.53 avg price