Clean Yield Group Q3 2023 vs. Q4 2023 13F Holdings Comparison

In the ever-evolving world of finance, keeping track of investment holdings is crucial for both investors and fund managers. One way to monitor these holdings is through Form 13F filings, which provide valuable insights into the stocks and securities held by institutional investment managers.

Clean Yield Group, a prominent investment management firm, recently released its Q3 2023 and Q4 2023 13F Holdings Comparison. This comparison gives us a glimpse into the changes that occurred in the firm's holdings during this period.

Apple Inc. (AAPL):

One of the most notable changes in Clean Yield Group's portfolio is the small decrease in their holdings of Apple Inc. In Q3 2023, they held 87,015 shares, but this declined slightly to 86,760 shares in Q4 2023. Despite the decrease in shares, the value of their holdings increased from $15,645,000 to $16,703,000, representing a 6.8% change.

Unilever PLC (UL):

Clean Yield Group also saw an increase in their holdings of Unilever PLC. In Q3 2023, they held 176,697 shares, which rose to 179,667 shares in Q4 2023. This increase of approximately 2% reflects the firm's confidence in the company's prospects. The value of their holdings also rose from $8,541,000 to $8,710,000.

GSK PLC (GSKN.MX):

Clean Yield Group experienced a similar situation with their holdings of GSK PLC. Their stake in the company grew from 207,739 shares in Q3 2023 to 213,431 shares in Q4 2023, representing a 1.4% increase. The value of their holdings also saw a modest rise from $7,802,000 to $7,909,000.

Takeda Pharmaceutical Co. Ltd. (TAK):

On the other hand, Clean Yield Group's holdings of Takeda Pharmaceutical Co. Ltd. saw a notable decline. In Q3 2023, they held 533,157 shares, but this decreased to 510,522 shares in Q4 2023, marking a significant drop of 10.8%. The value of their holdings also decreased from $8,167,000 to $7,285,000.

Sprouts Farmers Market Inc. (SFM):

Clean Yield Group experienced a small decrease in their holdings of Sprouts Farmers Market Inc. In Q3 2023, they held 159,049 shares, which slightly declined to 150,754 shares in Q4 2023. Despite the decrease in shares, the value of their holdings increased from $6,917,000 to $7,252,000, reflecting a 4.9% change.

These are just a few examples of the changes that occurred in Clean Yield Group's portfolio. As with any investment management firm, it's important to keep a close eye on the shifts in holdings to ensure that investment strategies align with market conditions and objectives.

Understanding such changes in holdings can not only provide insights into the investment decisions of Clean Yield Group but also serve as a useful tool for investors looking to make informed choices. By closely monitoring these 13F filings, investors can gain valuable knowledge about the movements within the market and potentially make more informed investment decisions.

Disclaimer: This article is for informational purposes only and should not be considered as financial advice. Investing in the stock market carries risks, and it is important to conduct thorough research and consult with a professional before making any investment decisions.