Clean Yield Group Q1 2023 vs. Q2 2023: A Deep Dive into Fund Holdings

Investing in the right stocks is crucial to achieving success in the financial world. For fund managers and individual investors alike, keeping track of the changes in holdings is essential for making informed decisions. In this article, we will examine the comparison between Clean Yield Group's Q1 2023 and Q2 2023 13F holdings and highlight the significant changes.

Clean Yield Group is a renowned investment firm known for its strategic approach to socially responsible investing. By analyzing their 13F filings – which are quarterly reports required by the SEC – we can gain insights into the company's stock purchases, sales, and overall portfolio adjustments.

One notable change in Clean Yield Group's holdings during this period is their decreased stake in Apple Inc. (AAPL). While they held 86,051 shares in Q1 2023, their holdings declined to 84,243 shares in Q2 2023, representing a 15.2% decrease. The value of their holdings also rose from $14,189,000 to $16,340,000 – a significant increase of 15.2%. It's interesting to note that despite holding fewer shares, Clean Yield Group managed to increase the overall value of their position.

Another significant change in their holdings can be observed in their position with Unilever PLC (UL). They owned 180,034 shares in Q1 2023, which reduced to 178,302 shares in Q2 2023, representing a slight decrease of 0.6%. The value of their holdings remained relatively stable, decreasing from $9,349,000 to $9,294,000, reflecting a marginal decrease of 0.6%. This suggests that Clean Yield Group has maintained a relatively consistent position in Unilever PLC during this period.

Clean Yield Group also adjusted their holdings in the healthcare sector. Their stake in Takeda Pharmaceutical Co. Ltd. (TAK) declined from 542,342 shares in Q1 2023 to 544,042 shares in Q2 2023, marking a decrease of 4.4%. The value of their holdings, however, decreased from $8,937,000 to $8,546,000, showcasing a 4.4% decrease.

Moving on to the technology sector, Clean Yield Group made significant adjustments in their position with Microsoft Corporation (MSFT). While they held 13,445 shares in Q1 2023, their holdings slightly increased to 13,565 shares in Q2 2023, representing a 19.2% increase. The value of their holdings demonstrated a substantial surge, rising from $3,876,000 to $4,619,000 – a remarkable 19.2% increase. This shift indicates Clean Yield Group's increasing confidence in Microsoft's prospects.

Furthermore, Clean Yield Group's holdings in NVIDIA Corporation (NVDA) saw a significant increase. They held 1,780 shares in Q1 2023, which surged to 1,780 shares in Q2 2023, representing a remarkable boost of 52.3%. The value of their holdings also experienced an impressive increase, rising from $494,000 to $752,000, showcasing a staggering 52.3% growth. This suggests that Clean Yield Group recognizes the potential of NVIDIA Corporation to deliver substantial returns.

While these are just a few notable examples, analyzing Clean Yield Group's overall portfolio adjustments can provide valuable insights for investors. By understanding the changes in the holdings of well-established investment firms, individual investors can make more informed decisions when structuring their own portfolios.

In conclusion, Clean Yield Group's Q1 2023 vs. Q2 2023 13F holdings comparison reveals several notable changes. From adjusting their positions in major tech giants like Apple Inc. and Microsoft Corporation to increasing their stake in NVIDIA Corporation, Clean Yield Group demonstrates its proactive approach to managing its portfolio. As investors, we can gain valuable insights from these adjustments and use them to optimize our own investment strategies.