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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
GPCGenuine Parts Co
Recent Activity
Decreased -14.87%
0.16%
$323,425
2,770 shares@ $116.76 avg price
TXTTextron Inc
Recent Activity
Decreased -8.87%
0.15%
$303,053
3,962 shares@ $76.49 avg price
CMICummins Inc
Recent Activity
Decreased -0.69%
0.15%
$300,842
863 shares@ $348.61 avg price
AFLAflac Inc
Recent Activity
Decreased -9.56%
0.13%
$268,944
2,600 shares@ $103.44 avg price
PPLPpl Corp
Recent Activity
Decreased -5.3%
0.11%
$224,331
6,911 shares@ $32.46 avg price
CLColgate Palmolive Co
Recent Activity
Decreased -1.01%
0.11%
$222,093
2,443 shares@ $90.91 avg price
PLDPrologis Inc.
Recent Activity
Decreased -5.81%
0.11%
$208,969
1,977 shares@ $105.71 avg price
RNRRenaissancere Hldgs Ltd
Recent Activity
Decreased -1.77%
0.1%
$206,512
830 shares@ $248.81 avg price
EXCExelon Corp
Recent Activity
Decreased -5.44%
0.1%
$206,041
5,474 shares@ $37.64 avg price