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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
GILDGilead Sciences Inc
Recent Activity
Decreased -8.35%
0.28%
$567,152
6,140 shares@ $92.38 avg price
LHXL3harris Technologies Inc
Recent Activity
Decreased -5.81%
0.26%
$541,681
2,576 shares@ $210.28 avg price
IVVIshares Tr
Recent Activity
Decreased -4.48%
0.25%
$501,555
852 shares@ $588.68 avg price
INTCIntel Corp
Recent Activity
Decreased -6.56%
0.23%
$477,150
23,798 shares@ $20.06 avg price
CCitigroup Inc
Recent Activity
Decreased -17.04%
0.19%
$382,218
5,430 shares@ $70.4 avg price
TDToronto Dominion Bk Ont
Recent Activity
Decreased -1.12%
0.19%
$379,388
7,126 shares@ $53.24 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -0.67%
0.19%
$376,015
2,221 shares@ $169.3 avg price
WECWec Energy Group Inc
Recent Activity
Decreased -11.46%
0.18%
$363,653
3,867 shares@ $94.05 avg price
MDTMedtronic Plc
Recent Activity
Decreased -9.78%
0.17%
$352,111
4,408 shares@ $79.88 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
Decreased -19.77%
0.17%
$349,754
491 shares@ $712.33 avg price