Clean Yield Group’s Alexander & Baldwin ALEX Stock Holding History

Clean Yield Group’s Portfolio ALEX Stock Details ALEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-117	Closed	-$2K	–	458
2022 Q3	$2K	Buy	+117	New	+$2.15K	﹤0.01%	395

Other funds holding ALEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clean Yield Group's ALEX Position: Q4 2022 in Review

Clean Yield Group sold out of Alexander & Baldwin (ALEX) in Q4 2022, closing a stake of 117 shares — an estimated $2K sold.

Clean Yield Group first reported a position in ALEX in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 207 funds tracked by Wall St. Rank hold ALEX as of Q4 2022.

Clean Yield Group reported no remaining Alexander & Baldwin position as of Q4 2022 after selling out during the quarter.
Clean Yield Group sold 117 Alexander & Baldwin shares in Q4 2022, an estimated $2K.
Clean Yield Group first reported a position in Alexander & Baldwin in Q3 2022 and held it in 1 quarter.
Clean Yield Group's Alexander & Baldwin position peaked at $2K in Q3 2022.
207 funds tracked by Wall St. Rank held Alexander & Baldwin as of Q4 2022.

Based on Clean Yield Group's 13F filing for Q4 2022, filed 31 Jan 2023.