Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ZEVIN ASSET MANAGEMENT LLC | 02-07-2024 | 12-31-2023 | 90 | 556,904,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Vestas | COM | 51 | $3,027,000 | 288,568 | 0.54 | 0.40 | 4,400 | 1.55 | 12-31-2023 |
Kubota | COM | 52 | $2,255,000 | 30,110 | 0.40 | 0.27 | 12,070 | 66.91 | 12-31-2023 |
Kubota | COM | 53 | $1,843,000 | 122,373 | 0.33 | 0.38 | -4,552 | -3.59 | 12-31-2023 |
Healthpeak Properties (HCP) | COM | 54 | $1,837,000 | 92,765 | 0.33 | 0.17 | 47,680 | 105.76 | 12-31-2023 |