Clean Yield Group Q2 2023 vs. Q3 2023: A Comparison of 13F Holdings

Clean Yield Group, a prominent investment firm, recently released its 13F filings for the second and third quarters of 2023. These filings provide valuable insights into the changes in holdings made by the firm during this period. In this article, we will compare the holdings of Clean Yield Group in Q2 and Q3 of 2023 and analyze the significant changes that occurred.

One of the notable changes in Clean Yield Group's portfolio is its increased investment in Apple Inc. In Q2 2023, Clean Yield Group held 84,243 shares of Apple Inc., while in Q3 2023, the number of shares increased to 87,015. This highlights Clean Yield Group's confidence in the growth potential of the tech giant.

Another interesting change in Clean Yield Group's holdings is its reduced investment in Unilever PLC. In Q2 2023, Clean Yield Group held 178,302 shares of Unilever PLC, but in Q3 2023, the number of shares decreased to 176,697. This decrease could be attributed to various factors, such as market trends or a reassessment of the company's prospects.

Clean Yield Group also adjusted its holdings in the pharmaceutical industry. The firm reduced its investment in Takeda Pharmaceutical Co Ltd, with the number of shares decreasing from 544,042 in Q2 2023 to 533,157 in Q3 2023. This change might reflect Clean Yield Group's views on the pharmaceutical sector or specific considerations related to Takeda Pharmaceutical.

On the other hand, Clean Yield Group increased its investment in GSK PLC. In Q2 2023, Clean Yield Group held 205,365 shares of GSK PLC, which increased to 207,739 shares in Q3 2023. This suggests Clean Yield Group's positive outlook for GSK PLC and its belief in the company's potential for growth.

Vodafone Group PLC is another company that saw an increase in Clean Yield Group's holdings. In Q2 2023, Clean Yield Group held 747,198 shares of Vodafone Group PLC, and this number rose to 760,428 in Q3 2023. This increase indicates Clean Yield Group's confidence in the telecommunications sector and the company's performance.

Clean Yield Group also made significant changes to its holdings in Sprouts Farmers Market Inc. The firm held 180,372 shares of Sprouts Farmers Market Inc. in Q2 2023, but this number decreased to 159,049 in Q3 2023. The reasons behind this change in holdings could be related to the company's financial performance or a strategic decision by Clean Yield Group.

Telus Corporation is another company that experienced a change in Clean Yield Group's holdings. In Q2 2023, Clean Yield Group held 339,371 shares of Telus Corporation, but in Q3 2023, the number of shares increased to 342,961. This change suggests Clean Yield Group's continued interest in the telecommunications industry and its positive assessment of Telus Corporation's prospects.

Clean Yield Group's reduced investment in Physicians Realty Trust is also worth noting. The firm held 480,243 shares of Physicians Realty Trust in Q2 2023, but the number of shares decreased to 479,831 in Q3 2023. This change could be attributed to various factors, such as a reevaluation of the real estate sector or specific considerations related to Physicians Realty Trust.

The comparison of Clean Yield Group's holdings in the second and third quarters of 2023 highlights the dynamic nature of investment portfolios and the importance of monitoring changes in holdings. Clean Yield Group's increased investment in Apple Inc., GSK PLC, and Vodafone Group PLC, as well as its reduced investment in Unilever PLC, Takeda Pharmaceutical Co Ltd, Sprouts Farmers Market Inc, and Physicians Realty Trust, reflect the firm's strategic decisions and expectations for these companies.

It's important to note that these changes in holdings could be influenced by a range of factors, including market conditions, financial performance, industry trends, and the investment objectives of Clean Yield Group. As with any investment, thorough research and analysis are crucial before making investment decisions.

Disclaimer: The information provided in this article is based on publicly available data and does not constitute financial advice. Investing in the stock market carries risks, and investors should conduct their own research and consult with a financial advisor before making any investment decisions.