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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
AAPLApple Inc
Recent Activity
Decreased -1.3%
8.07%
$16.814M
67,145 shares@ $250.43 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.1%
5.48%
$11.418M
27,090 shares@ $421.5 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.91%
2.8%
$5.835M
24,344 shares@ $239.71 avg price
IJHIshares Tr
Recent Activity
Increased 1.86%
2.52%
$5.247M
84,208 shares@ $62.31 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.11%
2.5%
$5.203M
23,718 shares@ $219.39 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.39%
2.34%
$4.875M
5,321 shares@ $916.28 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.4%
2.34%
$4.869M
36,260 shares@ $134.29 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.87%
2.33%
$4.85M
25,468 shares@ $190.45 avg price
IJRIshares Tr
Recent Activity
Increased 1.98%
2.27%
$4.727M
41,027 shares@ $115.23 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.95%
2.07%
$4.302M
11,060 shares@ $388.99 avg price