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
STLDSteel Dynamics Inc
Recent Activity
Increased 4.85%
0.71%
$1.471M
12,895 shares@ $114.08 avg price
KOCoca Cola Co
Recent Activity
Increased 6.62%
0.59%
$1.229M
19,742 shares@ $62.27 avg price
MDLZMondelez Intl Inc
Recent Activity
Increased 3.26%
0.53%
$1.104M
18,487 shares@ $59.74 avg price
COPConocophillips
Recent Activity
Increased 3.8%
0.42%
$865,853
8,731 shares@ $99.17 avg price
AVGOBroadcom Inc
Recent Activity
Increased 21.63%
0.38%
$788,952
3,403 shares@ $231.85 avg price
NRGNrg Energy Inc
Recent Activity
Increased 5.15%
0.38%
$787,350
8,727 shares@ $90.23 avg price
PHMPulte Group Inc
Recent Activity
Increased 5.92%
0.37%
$767,963
7,052 shares@ $108.91 avg price
CBChubb Limited
Recent Activity
Increased 7.06%
0.35%
$716,722
2,594 shares@ $276.3 avg price
CIThe Cigna Group
Recent Activity
Increased 28.2%
0.35%
$711,889
2,578 shares@ $276.15 avg price
CBRECbre Group Inc
Recent Activity
Increased 5.16%
0.33%
$674,568
5,138 shares@ $131.29 avg price