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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
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.83%
0.46%
$944,314
5,389 shares@ $175.23 avg price
MARMarriott Intl Inc New
Recent Activity
Decreased -5.48%
0.44%
$903,487
3,239 shares@ $278.95 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -3.09%
0.43%
$893,233
3,917 shares@ $228.05 avg price
CVSCvs Health Corp
Recent Activity
Decreased -1.2%
0.43%
$891,381
19,857 shares@ $44.9 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -4.86%
0.42%
$869,476
3,523 shares@ $246.8 avg price
AMGNAmgen Inc
Recent Activity
Decreased -3.28%
0.42%
$859,851
3,299 shares@ $260.64 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -0.7%
0.4%
$825,585
8,299 shares@ $99.49 avg price
KMBKimberly-clark Corp
Recent Activity
Decreased -0.39%
0.4%
$819,000
6,250 shares@ $131.04 avg price
IBMInternational Business Machs
Recent Activity
Decreased -0.82%
0.38%
$788,091
3,585 shares@ $219.84 avg price
GRMNGarmin Ltd
Recent Activity
Decreased -1.32%
0.37%
$766,256
3,715 shares@ $206.27 avg price